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To: The Duke of URL© who wrote (50451)	1/30/2000 2:52:00 PM
From: DJBEINO	Read Replies (2) \| Respond to of 53903

''Given the tightness of overall chip supply conditions with no major newcomers in the market, it is hard to beleive there will be a large-scale correction in the DRAM market in the near term,'' Wakabayashi added. Virtually no DRAM makers expanded capacity during a four-year slump in the highly cyclical semiconductor industry which bottomed out in 1999. ''It's a components cycle and components are very, very tight,'' said Don Floyd, head of Asia technology research at Credit Lyonnais in Taipei. ''A lot of firms here in Asia found themselves lying down because they couldn't obtain components.'' ANALYSIS-Tight chip supplies ahead for PC makers biz.yahoo.com