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Technology Stocks : Micron Only Forum
MU 241.14-6.7%Dec 12 9:30 AM EST
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To: MR. PANAMA (I am a PLAYER) who wrote (26840)1/20/1998 12:38:00 AM
From: Kerry Phineas  Read Replies (1) of 53903
 
Bateman, they're chaebols. They can just make money off something else and reduce new capital expenditures for DRAM if they're covering their marginal costs. One would assume their marginal costs are, other than new equipment, going down in dollar terms, so current DRAM levels aren't necessarily the ridiculous money losers they'd be for a company that is attempting to maintain or increase market share in this environment. etc. It does seem like it would limit reckless expansion, though, and some of the DRAM producers are definitely going under.
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