Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Proud_Infidel who wrote (19782)	5/30/1998 10:42:00 PM
From: Skeeter Bug	Respond to of 70976

off topic: >>Toshiba is a diversified business<< my point precisely! who will survive, all of mu's diversified conglomerates with beaucoup bucks or mu with a crappy balance sheet and massive losses? some korean companies have debt problems to say the least. but, there is also a tremendous incentive to keep them alive and kicking. nobody has been able to provide a legit source for mu's being the low cost producer b/c there isn't one. the origin is mu's barnum style management. they don't have an incentive to fib do they? ;-) other than fleecing investors by giving them a rack to put their hat on. like when they said korea was out of inventory last december? guess they were just a tad off on that prediction, huh? ;-) btw, mu has dcreased cost on 16 mb very successfully. so has everyone else, hence many other company's gross costs are less than mu's per the doc and mu's financials. i provide sources. i don't subscribe to the barnum school. one VERY IMPORTANT POINT is that there is only one way to substantially decrease cost in the dram game and that is to increase OUTPUT. guess what the fundamental problem is in the industry - OVER CAPACITY. reduce cost and kill pricing even more. once pricing gets hit then they increase output more to reduce cost. this cycle will continue until some get zenithed. can't win for losing, huh? getting zenithed couyldn't happen to a sleazier bunch, imho.