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To: shane forbes who wrote (10396)3/2/1998 11:16:00 PM
From: Duane L. Olson  Read Replies (1) | Respond to of 25814
 
Wiz, I see it...Find it hard to believe! Building more DRAM fabs, and upgrading to 64 Mb (256 Mb already sampling)..is a game of chicken!!
MU can afford the game...TXN can afford the game, if they choose.. a couple of Taiwan companies, and the usual suspects in Japan...I can't believe that any of the other Countries/companies is going to get the financing to support another FUTILE attempt to capture the market -- the only way some company is going to eventually make a satisfactory profit. There just about has to be some serious crashes here, somewhere, no?... TSO



To: shane forbes who wrote (10396)3/3/1998 12:20:00 AM
From: Duane L. Olson  Read Replies (1) | Respond to of 25814
 
Wizard, your assessment about the DRAM makers and the semi eqt comanies that support the DRAM manuf are looking right on..and they ar looking a bit rough after all. So I was buying them, at least some of them, under false assumptions. And they went up under false assumptions. Well, out they go!...the orders are in..
Now I can go buy more of things like that PSUN...hope the E! hasn't tied up all available stock in the company <GG>.. TSO


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