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To: Skeeter Bug who wrote (27113)	1/25/1998 8:46:00 AM
From: TREND1	Read Replies (1) \| Respond to of 53903

Skeeter you wrote <<DavodG...can you state your source for the gross costs of any other dram mftr in the world other than mu or admit that you have none. the guesses of analists based on mu's self serving propoganda don't count. Skeeter How much money would MU be making is their cost was $2.50 - $3.00 ?

To: Skeeter Bug who wrote (27113)	1/25/1998 11:13:00 AM
From: DavidG	Read Replies (2) \| Respond to of 53903

Skeeter, david, if taiwan is losing money in sdram why does my chip set designing friend who is funded by an sdram manufacturer say that the sdram mftr is minting money? You probably are confusing SDRAM with DRAM where the above statement is certainly true for DRAM. I don't believe I ever said Taiwan is losing money on SDRAM 16mb chips...but it is possible they, as well as the rest of Asia, are not making much with the SDRAM price hovering around the $4.00 to $4.50 asp range. They are probably close to break even while MU production costs are around $3.00 therefore making significantly more. DavidG