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Politics : Ask Michael Burke

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To: Thomas G. Busillo who wrote (46151)	2/8/1999 7:18:00 PM
From: Knighty Tin	Read Replies (2) of 132070

Tom, I don't know the answer. It may have something to do with TXN's fabs potential vs. reality and when they are recognized, legally, as MU capacity. But that doesn't seem to cover the discrepancy. Did you read that article? It was insanely bullish, making a one month tiny sequential increase the basis for saying that DRAM is back. One month during which most Xmas ordering is done and shipments received by OEMs. Year over year, the same month didn't look quite as good. <G> In fact, it looked kinda negatory, good buddy. Wish I could help on the market share bit, but I don't know the answer. MB

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