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To: DJBEINO who wrote (46739)6/24/1999 5:52:00 PM
From: Knighty Tin  Respond to of 53903
 
DJ, Good article, except that the author mistakenly thinks the pc oems are making money. True, they lose less with lower DRAM prices. <g>



To: DJBEINO who wrote (46739)6/25/1999 12:12:00 AM
From: Carl R.  Read Replies (1) | Respond to of 53903
 
Another quote worth noticing:
The combined Hyundai-LG 64-meg output is probably 30 million a month or a little more, but it includes disparate types of chips that won't add up to a combined critical mass until Hyundai finds the resources to equip the fabs of both companies with common 0.18-micron processes.

I thought the bears said that all the Korean had plenty of money?

Carl


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