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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: davesd who wrote (13239)12/13/1997 9:05:00 PM
From: HoodBuilder  Read Replies (1) | Respond to of 70976
 
This may sound naive but don't fabs produce chips other than DRAM?
I realize we're over capacity and prices are falling to below cost levels but it's not as if the only thing these companies make are DRAM
chips.

Can someone comment on % of revs generated by DRAM vs other types of chips buy major asian cos.



To: davesd who wrote (13239)12/14/1997 12:01:00 AM
From: Big Bucks  Respond to of 70976
 
Dave,
Thanks for the article, looks bad for memory makers. CPU
manufacturers will be next.

BB