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To: Sridhar Srinivasan who wrote (24297)11/20/1997 11:23:00 AM
From: JF2155  Read Replies (1) | Respond to of 53903
 
Anyone--what effect on US dumping rules if the ASIA currency continues to slide . Korea may go down another 20 % so does it lower the Bar so that MU can't play its trump card .
JIM



To: Sridhar Srinivasan who wrote (24297)11/20/1997 12:00:00 PM
From: TREND1  Respond to of 53903
 
SS
As stated earlier today.
This could cause a change in the SUPPY=DEMAND equation.
All existing fabs must run, even if return is not positive.
Simple economics.

BUT FUTURE increases in capacity could be cut down.

Larry Dudash



To: Sridhar Srinivasan who wrote (24297)11/20/1997 10:09:00 PM
From: Richard Russell  Respond to of 53903
 
Srid,
hallucinate on. You still smokin thar wacky weed? RR



To: Sridhar Srinivasan who wrote (24297)11/20/1997 10:14:00 PM
From: Skeeter Bug  Respond to of 53903
 
sridhar, this would be something of a cocnern to me. i deem it unlikely, but, fundamental shifts often spring from unsuspected places.

why would korea or anybody else stop producing dram and let billion dollar investments sit idle?

appreciate your paradigm.


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