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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: Zeev Hed who wrote (2874)1/4/1998 1:51:00 AM
From: ForYourEyesOnly  Read Replies (1) of 4697
 
Zeev,

I know that Larry follows things closely, and I respect the information he provides. However, regarding this specific issue, all I can say is that these figures are difficult to believe. If Samsung and Micron alone control 60% of the DRAM market, how much market share do NEC, Toshiba, Hitachi, Fujitsu and Mitsubishi have? Have Hyundai and LG stopped making DRAMs? What about the Taiwanese? What about TI? What about IBM?

I'd give you more figures if I had them, but all I can say is that I REALLY DOUBT Micron has 30% of the world DRAM market.

Good luck,

THC
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