Well Earlie, I hope your guy is steering you in the right direction. Naturally, assuming that what is true of Samsung is necessarily true of the entire industry, right? Also it is safe to assume that Samsung will sacrifice profits for market share, right? Let's also assume that PC growth is slowing, after all, that is where all the demand for DRAM comes from, right? Oversupply is just around the corner, that's all DRAM makers do, produce too much, right?
Truly, I hope you are being steered in the right direction. But are you certain that your driver is looking at the road ahead? Or is your driver in fact driving by looking at the rear-view mirror. Ask yourself that question... |
