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To: TREND1 who wrote (3019)2/10/1998 11:34:00 AM
From: Honest Abe  Respond to of 6180
 
I think if they stay in DRAM, it is because they have the whole infrastructure set up, and maybe they think it can't get any cheaper.

What I was wondering, though, is since they sold off their notebook, defense, etc. businesses to concentrate on DSP's, what is the chance they are working their way out of DRAM, but just slower than the previous businesses?



To: TREND1 who wrote (3019)2/10/1998 12:54:00 PM
From: robert w fain  Respond to of 6180
 
I agree but what ever they decide to manufacture they will do well---The Texas based fabs except for the Twinstar are not and will not make dram the only dram is JV


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