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Politics : Ask Michael Burke
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To: Earlie who wrote (81191)5/26/2000 10:33:00 AM
From: Ed Beers  Read Replies (1) of 132070
 
I think the impact of foundries is being overlooked as peak dram pricing estimates are being made. While most of these would have costs well above dedicated dram producers, they will step in any time the dram business gets really profitable. The entry and exit of the foundries will help limit the peaks and valleys of the dram business so it is a little different this time.
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