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To: MR. PANAMA (I am a PLAYER) who wrote (26840)	1/20/1998 12:38:00 AM
From: Kerry Phineas	Read Replies (1) \| Respond to of 53903

Bateman, they're chaebols. They can just make money off something else and reduce new capital expenditures for DRAM if they're covering their marginal costs. One would assume their marginal costs are, other than new equipment, going down in dollar terms, so current DRAM levels aren't necessarily the ridiculous money losers they'd be for a company that is attempting to maintain or increase market share in this environment. etc. It does seem like it would limit reckless expansion, though, and some of the DRAM producers are definitely going under.

To: MR. PANAMA (I am a PLAYER) who wrote (26840)	1/20/1998 1:13:00 AM
From: Skeeter Bug	Read Replies (2) \| Respond to of 53903

>>DUKE thanks this is the most important part..!!! It means then that DRAM will have to rise so "PROFITS" will be allocated towards debt servicing..<< give me a break. the us govt thinks they a peachy when the deficit is balanced. to h*ll with the $5 trillion debt. just stay even. dram pricing should go to a point where they all break even UNTIL demand surpasses supply. given the gung ho gulli-bulls on this thread, i suspect that won't happen for quite some time. you see, the more profits people see the more the execs want to build. the more they build, tyhe more the supply. now, why doesn't everyone just stop building? b/c someone will steal their market share, ala mu.