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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (9572)10/25/1997 9:44:00 PM
From: davesd  Read Replies (1) | Respond to of 70976
 
Brian, they are having problems giving DRAM away at cost, Flash margins are dropping, MPU prices are dropping...it's a simple supply and demand situation....too much supply usually means too much capacity or not enough demand. Either way it's bad news.

dave