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Politics : Formerly About Applied Materials
AMAT 249.99+3.1%3:59 PM EST
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To: Katherine Derbyshire who wrote (22130)7/24/1998 11:50:00 AM
From: Ramsey Su  Read Replies (1) of 70976
 
Katherine,

Taiwanese industry, responsible for some of the most worrisome utilization reports, is primarily foundry-driven. Furthermore, some of the DRAM companies seem to be shifting excess capacity to foundries, easing the DRAM problem but making the foundry problem worse.

need some help. Please explain foundry-driven and what do you mean by shifting excess capacity to foundries? Not being in the business, I am totally lost on what you are trying to say here.

Ramsey
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