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To: Rich Goldsmith who wrote (7863)11/26/1997 10:38:00 AM
From: George Dawson  Read Replies (1) | Respond to of 11057
 
It's no rumor. They are talking about it on CNBC right now. The CEO of Micron, is saying that a South Korean "bailout" should not include DRAM companies who are selling their product for 25% below he cost of manufacture.



To: Rich Goldsmith who wrote (7863)11/28/1997 7:52:00 AM
From: Glenn D. Rudolph  Respond to of 11057
 
I'm hearing rumors that Korea is 'dumping' DRAM big time. If so, can cost cutting of other components be far behind? Likely not. That should help a lot. I am assuming you are referring to drive components and not completed product. Glenn


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