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

To: davesd who wrote (10180)	10/31/1997 10:59:00 PM
From: akidron	Respond to of 70976

feels wrong to me old boy. I have 32 megs in my powerbook right now and need 48, if 64 was only marginally more I would purchase it as it is useful and it will be more so. In this way the market for memory double and triples as the price declines and capacity is swallowed up. i would have thought you would be the first to agree that Fabs were running very near full throttle. on the subject of MU... you may have a point about the technology, but would you disagree that to produce evermore cheaply given the competitive nature of production a fab has to continually invest in the technology that is going to give him the most production at the lowest cost with the least waste.

To: davesd who wrote (10180)	11/1/1997 7:19:00 AM
From: Steve Byers	Read Replies (1) \| Respond to of 70976

however, in an effort to extricate oneself from the falling price box in current technology... isn't the strategic move to get to the newest production cycle and 300 chip as soon as one can? and put capital behind ensuring that you can produce the "short" suppply newest media? just a thought...

To: davesd who wrote (10180)	11/1/1997 10:28:00 PM
From: akidron	Read Replies (1) \| Respond to of 70976

dave its taken me some time to comment 'cause family kept me away from the powerbook but rereading your I wanted to point out that you have confirmed a great deal of my argument. "The Asians have had several week long shutdowns trying better the situation, but it didn't work. They have also taken several production lines off line to reduce capacity, but the DRAM keeps pouring out".... which was my point... there is demand for memory, but only at a ever reducing price. as there is no monopoly in dram prod. if a group of Fabs try OPEC style squeeze they effectively just redirect revenue elsewhere... SO THEIR ONLY CHOICE IS TO KEEP INVESTING IN TECH THAT BRINGS DOWN THEIR COST OR SHUT UP SHOP.