Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 336.87

+1.3%

Jan 28 3:59 PM EST

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To: Skeeter Bug who wrote (19779)	5/30/1998 10:26:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Re:.toshiba reported profits will be down this q, but there will still be profits. so, toshiba has positive cash flow even in this environment Toshiba is a diversified business so we do not know where these profits are coming from. My guess is they are NOT from DRAM. In this pricing environment nobody is currently making $$. Even though I do not follow MU or the specifics of what is happening in the DRAM industry, I know that MU has increased yields by shrinking the dies and has been an "innovator" in a commodity industry whereas the Koreans etal simply ran their D/E up to the 600% level. They can do this and live to fight another battle though since cos. like Toshiba, LG, etc are multinationals and can afford it and they are not going to cede market share. They'll lose $$ in the ST to keep it. Re: My "source" for the 20% I can only say this piece of info was acquired through my reading(2nd hand); I did not spend any time poring over data to arrive at this conclusion, so it may in fact be wrong. If it is wrong as you say however, there are several sources who get their info. at the same place since the story was consistent in every article. Brian

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