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To: Thomas G. Busillo who wrote (26339)	1/8/1998 7:56:00 PM
From: davesd	Respond to of 53903

Here's another story on DRAM..... techweb.cmp.com And some more .25u news... techweb.cmp.com dave

To: Thomas G. Busillo who wrote (26339)	1/8/1998 9:59:00 PM
From: DavidG	Read Replies (5) \| Respond to of 53903

Tom, >> My back of the envelope guess is that there were probably some payments due at the end of the year, certain players made and shipped as much as the could to raise cash, that depressed prices, now there's a little bit of a recovery occuring. << I agree with you to some degree that the prices were very low b/c of some YE execessive dumping for raising cash, but the Korean problem is real and the following from CMP is total nonsense as is most of the analysts commentary. "Dataquest's Fuhs said Korean suppliers will be motivated to cut memory prices because they desperately need U.S. dollars to pay off loans and they want to maintain market share during the financial crisis. "The profitability of non-Korean suppliers will suffer," he added. " The days of Koreans maintaining market share is OVER and they will spend most of the rest of their money surviving and avoiding bankruptcy. As far as any bailout...there will be strings attached. The days of poor business practices for Koreans is coming to an end. I believe MU is in the best position possible going forward b/c they are making money on 16mb and as the competition weakens and loses market share spot prices will climb and only benefit MU. The reason being all other DRAM cos aren't making money until 16mb chips go over $4.50...and that may not ever happen. And 64mb is still as far away as it ever was from crossover...maybe this summer. The need for 64mb may be driven more by PCs requiring 128mbyte memory than by cost. Good luck Trading DavidG