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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: DJBEINO who wrote (51070)	4/4/2000 2:16:00 PM
From: phbolton	Respond to of 53903

tom's hardware slams rambus again! and even harder! tomshardware.com

To: DJBEINO who wrote (51070)	4/4/2000 3:46:00 PM
From: Jeff Leader	Read Replies (1) \| Respond to of 53903

I wonder how to reconcile this statement: There will definitely be a memory squeeze in the near future, according to Ilung. "The impact of frozen DRAM capital expenditures in 1998-1999 is going to be felt sometime this year," he said with this statement: Samsung already has a 300mm fab pilot line that was completed in 1998 but has not been used. "We are ready to move into it anytime when the market gives us a cue to go ahead," Ilung said. And Samsung Fab 10 is also supposed to come online in the second half of this year. And hasn't Micron also admitted that they are not yet running at 100% capacity in all their fabs (Avezzano, for instance)? Add in Mr. Greenspan's desire to cool off the economy, and this 'memory shortage' may be a pipe dream.