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To: Chas who wrote (28512)2/17/1998 1:02:00 AM
From: Dave Gahm  Read Replies (2) | Respond to of 53903
 
Chas, The note was not specific as to the type of 64mb chips, but 20-30 % of starts would seem awfully high for EDO, given the falling demand, so I assumed it was probably SDRAM. If you are correct, then it is not at all positive for MU.

For the record I am very bearish on MU, but try to look at the facts and then form an opinion, rather than just ignore the facts that don't support my views.

Regards, Dave


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