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To: Mani1 who wrote (21940)5/3/1999 8:10:00 AM
From: orkrious  Respond to of 25960
 
CNBC (Maria B) just said semi-cap equip call being made at Merrill this am. Said effect of DRAM overblown. No names mentioned, but should put a floor under recent declines.

Jay



To: Mani1 who wrote (21940)5/3/1999 10:02:00 AM
From: Clarksterh  Read Replies (1) | Respond to of 25960
 
Mani - So far the ASP's of the laser are increasing. 17% unit growth, if true, would result on even a higher revenue increase.

I was responding to Curly's post about PC shipments being up 17%.

Clark