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To: Trey McAtee who wrote (23552)11/5/1997 6:14:00 PM
From: Thomas G. Busillo  Read Replies (2) | Respond to of 53903
 
Just what the memory chip industry needs - another new S. Korean entrant:

news.com

What are these people thinking? Oh yeah, we just can't be one of "the big Asian players" until we prove we can also take the punishment of having some DRAM exposure? <g>

Good trading,

Tom



To: Trey McAtee who wrote (23552)11/5/1997 7:07:00 PM
From: Skeeter Bug  Respond to of 53903
 
>>i think it will reach bottom in january, at 15.<<

i agree through january. i see mu headed for real support at $10 a month or two later.

btw, mu's cost to build sdram is more than dram as they haven't had the same tweak time. the more mu moves into sdram, the lower the asp will be. d*mned if you do, d*mned if you don't ;-)


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