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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (45275)2/1/1999 5:40:00 PM
From: Knighty Tin  Read Replies (3) of 132070
 
To All, Electronic Business Mag has an article on DRAM and especially Micron. It is full of mistakes that habitues of this thread will recognize right away, but it does conclude that the Dram market still sucks.

The mistakes include: the pr spin that MU is the low cost producer, crap about MU being the last to show a loss in DRAM, when they were the first to lose money this cycle, some fantasy about the return of 16 Mbit chips, and the concept that they have a plan for weathering down cycles. Wrong! Their plan is to add capacity into the glut and lose all of their money until they go bankrupt. Great plan. <G>

eb-mag.com.

MB
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