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To: TREND1 who wrote (27097)	1/25/1998 4:14:00 AM
From: Skeeter Bug	Respond to of 53903

larry, mu is close to breakeven at best. however, they will have to spend their resources to break even. Half a billion. then interest becomes expensive and they'll need more. then they have to make actual money (which they haven't been making enough of over the last 4 most profitable years of their history) to pay people back. where si that coming from? what the bulls don't understand is that this dram pricing euphoria that the market has is the same euphoria that the tech companies that produce dram have. therefore, they build more capacity lest they get left out. when everyone gives up it will be time to buy (whatever is left ;-) so, taiwan is doing really well due to korea's woes. hey, david says their losing money hand over fist. at least one side has a source so we know he didn't make it up all by himself. hmmmmm... ;-)