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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: shane forbes who wrote (19447)	5/14/1998 10:28:00 AM
From: Lone Star	Read Replies (2) \| Respond to of 70976

DRAM has suffered from overcapacity in spite of solid and increasing unit volume. Steady increasing demand is the only way out, and as long as it remains the light is at the end of the tunnel. This is the key point- while things are not rosy, they are not disastrous( for equip. guys, not DRAM producers themselves!) In non-DRAM, non-commodity chips, there is no overcapacity situation. And to my other point, even in DRAMs the overcapacity is of a tool set purchased for the most part for .35 and above, which is rapidly becoming obsolete (see recent announcements by Samsung and NEC on 256M). So even DRAM players must buy new equipment for the next battle or go away-and, some are making that very decision.