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

To: Stefan who wrote (30069)	5/11/1999 12:39:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

LSI has a new fab at the Gresham Ore. plant, just brought up on line, and space for three more. It's all in the notes I wrote from the stockholders meeting. I don't think they'll be buying anyone else's pig-in-a-poke. Yah and Morgan at the last meeting said that DRAM prices are firming. Too much emphasis is placed on DRAM pricing. DRAM is only a part of the semiconductor industry, and other chip types like processors, and controllers for networks, telecomm, cell phones, DVD, etc., can carry the industry, even if DRAM is in the toilet. An example of that was mid 1995 to 1998 when MU didn't do well but Intel did. www3.techstocks.com Are you flying in the face of the consensus opinion of semiconductor boom for the next two or three years with your short positions? Good luck. Back to the DRAM companies, I wouldn't be short any of them when the newest memory hog, Windows 2000 comes out. 128 MB recommended. Tony