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To: yousef hashmi who wrote (50340)	1/16/2000 4:34:00 PM
From: Bob Howarth	Respond to of 53903

Another factor may be the apparent trend for Asian companies, joining the real world, targeting profit rather than market share. This may lead to much more focused business plans for deployment of money wrt building new sources of DRAM supply, and a more realistic assessment of what it costs to make it to the next generation of high bandwidth products. Interest rates are rising worldwide as well as economic expansion takes hold. This adds cost risk to new expansion facilities. I hate to say this, but why would any "NEW" rational person throw money at the DRAM supply market, when there are so many other things to invest in? The 'market share' syndrome has already killed enough Asian companies and bank lenders, I would hope!