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Technology Stocks : Semiconductor Industry Sales Trends
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To: Michael Sphar who wrote (38)7/30/1998 7:45:00 AM
From: stockaholic  Read Replies (1) of 105
 
"I'm a semiconductor guy, and I know that you can screw
up whole factories by constant disruption of production
lines," von Zitzewitz said. "I think this is a fake by the
Koreans."

Hmmm... I guess it's hard to confirm whether or not Samsung has been browning out production.

I think the DRAM situation is a good example for SEMIs or any company to learn about getting out of a rotten product group early if they can .They are all losing so much money it will be interesting to see what happens. Even with subsidies, you can only burn so much cash.( I would think ) Theres definitely healthy demand out there. It's too bad this nightmare can't be stopped somehow. It would be a good thing for the industry if they started really discussing how to solve the problem rather than bashing each other.
On the bright side I just bought a nice DIMM 32 Megs at what I consider a bargain. Maybe it will look expensive 6 months from now!
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