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Technology Stocks : WDC/Sandisk Corporation
WDC 157.75+0.4%Nov 14 9:30 AM EST

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To: Zeev Hed who wrote (12159)6/23/2000 10:19:00 AM
From: Ausdauer  Read Replies (1) of 60323
 
DRAM pricing firming up...

Message 13932379

My understanding is that some DRAM fabs have been converted to FLASH fabs, but this cannot continue indefinitely. It is like taking from Peter to pay Paul. Is it possible that the combined high demands for flash and DRAM may help to stay overproduction of either?

I don't believe these dynamics were in effect during the last period of DRAM overproduction.

Ausdauer
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