Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

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Dec 5 9:30 AM EST

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To: Justa Werkenstiff who wrote (20633)	6/21/1998 11:42:00 PM
From: Big Bucks	Read Replies (3) of 70976

Justa, This may not have as significant effect as Samsung would hope. They have chips stockpiled that will continue to be shipped. So even though production stops for a while they will still be supplying the market from their considerable stockpiles. I don't think Micron or other memory manufacturers will slow down production, so it is a non- event, IMHO. Here is an exerpt from the article you posted, read between the lines. <snip> more than 25% of Samsung Electronics' world memory chip supply will be reduced. This is expected to have a strong psychological* effect on the market*. <snip> I doubt that it will have any effect on the market in the long term. Just my opinion, BB

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