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Technology Stocks : Intel Corporation (INTC)
INTC 37.91-1.4%Nov 11 3:59 PM EST
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To: Paul Engel who wrote (88601)9/22/1999 12:24:00 AM
From: Bill Jackson  Read Replies (1) of 186894
 
Paul, So someone who foresaw the cycles correctly would have FAB space when there was a shortage and would be buying bankrupt fabs in glut times. A high stakes game.
In my prior post I used 'glut' instead of 'shortage' for the current flash situation. As I see it the uses for flash are growing as quick or quicker than fab space so the flash shortage shoukd last for 2 years, unless we have a meltdown and that also seems unlikely with Asai getting back on it's feet as we speak.

Bill
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