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Msg  13303 of 13321  at  4/8/2021 5:32:44 PM  by

divadog2


fundamentals matter

 WE are in the earily stages of a supply imbalance
that has staying power. Memory business has changed.
Less suppliers , more memory types, and several years
to build a 2b$ plant. Charts  that relate history probably
wouldn't be useful. GL


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Replies
Msg # Subject Author Recs Date Posted
13304 Re: fundamentals matter m.moc63 0 4/9/2021 4:38:19 AM
13307 Re: fundamentals matter cruisecontrol 0 4/12/2021 11:12:41 AM








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