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To: Duane L. Olson who wrote (1333)12/6/1997 12:03:00 PM
From: Scott Brooks  Read Replies (1) | Respond to of 2946
 
Duane,

As I have no direct interest in MU, I really don't get the warm fuzzies over the announcement. Dongbu recently did a large deal with SVGI that will almost certainly go by the wayside now. I am a shareholder in SVGI, so for me the announcement sucks.

Certainly I am not going out on much of a limb in stating that it would be beneficial to see some capacity drop out of the DRAM field for a spell. That said, I would rather have it be someone else! :)

Here is a link to the original Dongbu announcement.

Message 2719514

Best,

Scott