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To: Tim McCormick who wrote (24285)11/20/1997 3:07:00 PM
From: patrick tang  Respond to of 53903
 
80% of sales (from foundry + DRAM) is going to grow ~25% in 1998 over 1997, but he projected increase of 40% overall??!!

Do the math .... do the math ....

patrick tang



To: Tim McCormick who wrote (24285)11/22/1997 12:43:00 PM
From: mike iles  Respond to of 53903
 
Tim, I was going thru old postings because I've been away ... thanks for the Taiwan DRAM story. Looks like their shipments of memory will be about $2billion this year which was about MU's run-rate in the Aug. quarter ... much lower now bien sur.

regards, Mike


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