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To: TREND1 who wrote (30793)3/19/1998 12:18:00 PM
From: dumbmoney  Respond to of 53903
 
<< (2) Does Korea have enough capital to increase bit
out put this year by 70% ?? >>

Just an opinion but I think demand is very elastic at this point. Demand is only increasing because prices are dropping....not because people "really need" 128MB in their PC and not because PC sales are booming.

Any non-PC apps to soak up all those 64Mb DRAMs? I can't think of any.



To: TREND1 who wrote (30793)3/19/1998 12:28:00 PM
From: Mike M2  Read Replies (4) | Respond to of 53903
 
Larry, does Taiwan have the capital to pick where Korea may leave off? Mike