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To: DJBEINO who wrote (24100)	11/14/1997 1:04:00 AM
From: Skeeter Bug	Respond to of 53903

>>the point is that DRAM prices has stabilized, and should start to move UP after all the production cuts in Taiwan and Korea.<< maybe, maybe not. other factories are opening up and the demand for drams is very elastic now that the sub $1k boxes are selling like hot cakes. it wouldn't surprise me to see dram tick up. i really doubt a sustained up move will take place anytime soon. remember the korean inventory holdback that propelled mu to $60? all that inventory MUST be sold. 64 mb chips means capacity at existing facilities is essentially more than tripled. this is real ugly - and continues to be so into the foreseeable future...