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jdaasoc

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jdaasoc

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Re: Zeev Hed post# 265071

Friday, 07/02/2004 2:38:53 PM

Friday, July 02, 2004 2:38:53 PM

Post# of 704047
RE Semis

It is summertime and we got heavy discounts from Intel to make 2Q numbers which is why they got a downgrade today.

However, DRAM manufacturers back to old games. Spot market rices for 256 MB memory modules up $3 each of last 2 days. Now at $40, and Tuesdays should be another $3 bucker increase since there is no inventory available to speak of.


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