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To: Daniel My Brother who wrote (15854)	10/29/1998 1:27:00 PM
From: patrick tang	Read Replies (2) of 25814

Regarding MU, and also AMD, Intel and PC - the Japan market, which accounts for ~10M PC/yr out of total world market of ~90PCs this year, is on fire. Since Win 98 release, their weekly PC sales has been running 40% to 50% yty gains. I don't think anybody has accounted for this in their projections for PCs/DRAMs/capacity. I believe this is the primary reason both AMD and Intel are winning. an extra 4M to 5M/yr more PCs should just about take care of much of the excess capacity (together with the transition to PC100 DRAMs which very effectively put the 0.35um fabs obsolete overnight). patrick

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