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To: Walter Xie who wrote (48570)9/22/1999 9:06:00 PM
From: Bipin Prasad  Respond to of 53903
 
I agree about possible down trend if quake didn't happen. I
have many good friends in Taiwan. Decades ago I was there to
learn Chinese. I'm so sorry about loss.

However, I must point out that chips are not used just in pcs
but also games and many other gadgets. Look around kids games
and appliances at your home, your new car and so on......
So oem/spot price will stay up for some time, imo. MU'll get
bigger market shares. Too bad MU gets another life this way...
But that's reality!

later,

InSook



To: Walter Xie who wrote (48570)9/22/1999 10:14:00 PM
From: TREND1  Read Replies (3) | Respond to of 53903
 
Walter
You bring up a good point.
Wish I knew the answer.
Larry Dudash