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Trey, The key is, as soon as we get near breakeven, all of the
latent capacity will come back on board. So far, no problem, as this
price in nowhere near breakeven. So, some of these companies could
cut their huge losses down to big losses. -G- BTW, I wonder if Toshiba,
Sony, Fujitsu, Hitachi, Cannon, and Motorola all gearing up in pcs could
have anything to do with the uptick? If so, then once this pc disaster
works its way out, Dram will be in an inventory correction in addition
to the current capacity glut. MB |
