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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (4700)	4/23/1999 3:44:00 PM
From: Investor2	Respond to of 15132

Re: "As for DRAM pricing, I don't follow it closely, ..." Here's a chart showing the trend of DRAM pricing. techstocks.com Well, not exactly, but it is probably a fair representation. Best wishes, I2

To: Math Junkie who wrote (4700)	4/23/1999 4:52:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

Richard: Re: "Thanks for the analysis. I know that SVGI and other small caps in the sector were late to the party in the last upcycle, so I don't expect this cycle to be different in that regard. On the other hand, that was the largest percentage increase in bookings we have seen so far in this industry." Maybe when AMAT drives home the obvious in its CC, you will see some rapid price movements. I will take any pullbacks either presented by the market or the sector as buying opportunities. The small caps in this sector have had their balance sheets severely damaged and they are still posting losses. And so they are being screened here at the bottom with no appreciation of how rapidly things can turn around in this sector. The good news is that the year over year comparisons will be favorable for these companies going forward. Analysts like that stuff.