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To: Moonray who wrote (9991)	2/23/1998 10:18:00 AM
From: Duane L. Olson	Respond to of 25814

o~~~O,, Good post..more info on the Koreans' need for capital...Our suppositions of last fall are coming true, in spades.. What seems not be be emphasized about these reports concerning the need for $7 Billion to $10 Billion in capital to permit the Koreans to go on to the next level.. "NO ONE" is going to give them the money to Willy Nilly build more fabs, as has been the case for MU's DRAM competition there in the past.. THIS TIME, imho, the financiers are going to make darn sure that there is adequate demand for the output and that it will be PROFITABLE...meaning margins should remain higher for all concerned, don't you think?... just musing... great post.. TSo