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Politics : Ask Michael Burke
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To: GuinnessGuy who wrote (25831)2/8/1998 8:11:00 PM
From: Skeeter Bug  Read Replies (2) of 132070
 
craig, one fundamental point i make to mu bulls is that dram supply will not go away until everybody thinks it is a dead industry for a while. the gentleman in the article is saying dram demand will explode. mu investors are obviously betting on that. so are the taiwanese. and txn and ibm and even the koreans. this is bad and not good for the dram industry.
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