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To: Skeeter Bug who wrote (47368)	7/29/1999 11:11:00 AM
From: Carl R.	Read Replies (2) \| Respond to of 53903

Since you feel like repeating yourself, I will repost your quote once again: btw, if rmbs takes off, i assume you are saying that each part takes more wafer so fewer parts can be built [than otherwise could be built with less wafer per chip]. well, that bodes well for the wafer guys, right? mu doesn't make the material for wafers, do they? My answer is no, that doesn't help the wafer guys unless the memory producers add capacity to produce more wafers. Up to now they have been improving yield per wafer but not adding wafers, and I see no reason to believe that they will be building additional fabs soon. Carl