Oh really? DRAM industry still in a glut is it? Capex is soaring? What are your forecasts for global industry capex this year, hmmmm? Break it down so we can all benefit from your intelligent insights into the global DRAM industry. I want to see you support that statement. All three Korean producers (whoops, is that two?), all the Japanese producers, their Taiwanese foundries, Micron, Siemens etc. I'm sure you have those numbers handy, being the dynamic bug that you are. Oh, and just for comparison purposes could you also throw in what were they last year. Also while you are at it could you also supply your forecasts for bit demand growth as well. You know, MB/PC industry growth, non-PC related demand from consumer electronics applications, mainframes, memory upgrades etc. The usual stuff.
Sorry, I can't hear you... Oh, you don't have them handy and you'll have to get back to me? It will take some time to collate those numbers? You'll have to check with your sources? Fine, take your time.
HoHoHoHaHaHa etc. etc. (yawn) |
