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To: Bharat H. Barai who wrote (47566)8/9/1999 10:35:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
>>If they moderate during the next upturn and not over produce, they all will stay profitable. Stay tuned !!!<<

if humanity could overcome greed... ;-)



To: Bharat H. Barai who wrote (47566)8/9/1999 2:04:00 PM
From: Jeff Leader  Respond to of 53903
 
According to my sources, in Taiwan, the cost of materials used is around $ 3, with depreciation and other expenses counted: $ 1 to 1.50 more.

Let me guess - this is the same 'source' that said he couldn't sell DRAM in the U.S. for under $8.

LOL...



To: Bharat H. Barai who wrote (47566)8/9/1999 3:24:00 PM
From: Skeeter Bug  Respond to of 53903
 
>>According to my sources, in Taiwan, the cost of materials used is around $ 3, with depreciation and other expenses counted: $ 1 to 1.50 more.<<

bhb, that is $4.50. mu had an asp last q of $7.00 and lost $25 million. shouldn't they be making $2.50 per chip sold instead of losing $0.30 per chip? where did the other $2.80 go?

or are you saying that mu dropped their entire cost structure over 40% in 2 months - something that has never happened before.


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