The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Zeev Hed who wrote (5174)	5/16/1999 11:59:00 PM
From: Carl R.	of 15132

Zeev, you wrote I think that what is confusing us is the recent reports from the Taiwanese contract foundries of sudden pick up in their business ... How much of the tightness in the Tiawan foundry market was caused by expansion in DRAM production during the first quarter when DRAM prices were high? With DRAM prices falling from $9.50 to $5.80 in a month I expect DRAM production in Tiawan and elsewhere to fall, and the result to be increased availability of foundry capacity. This won't help WFR either. Carl

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