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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Stefan who wrote (29841)4/29/1999 11:54:00 PM
From: Paul V.  Read Replies (2) | Respond to of 70976
 
Stefan,Have you checked DRAM prices? If you would like to have a strong recovery like last time then there is one ingredient missing, DRAM makers are not making money. No money no need to expand.

What if Intc, Txn, Mot, and other Semiconductor manufacturers just quit making the 16 and 64 Ram chip and only produce the 128 or 256 Ram chip. Won't this force the consumer to purchase the profit making chip. I understand that this is what INTC is planning.

Is there any verification of this position by Intc.

Just my opinion.

Paul