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To: DJBEINO who wrote (34364)	6/4/1998 10:47:00 AM
From: Skeeter Bug	Respond to of 53903

>> It is the industries' estimation that the price will hike up to two times of current price, in case such inclinations were to spread to the Japanese manufacturers.<< not gonna happen. good luck. you need it.

To: DJBEINO who wrote (34364)	6/4/1998 10:52:00 AM
From: John Graybill	Read Replies (1) \| Respond to of 53903

That's a bit of a head-scratcher...the article says that there is a 10% over-supply, and then it says that a 12% reduction in supply (if it is indeed that much) will double prices. Oh, that's right, if the Japanese fall in line as well. With a dollar buying more yen and Japanese goods every day, Japanese DRAM is getting cheaper, which means that DRAM buyers for whom price is king (and this is a commodity business) would try to do more business with Japan instead of Korea. Hmmm, I wonder why Korea is cutting production to try to raise prices for everybody, and whether Japan will go along with it. :-)

To: DJBEINO who wrote (34364)	6/4/1998 10:58:00 AM
From: TREND1	Read Replies (2) \| Respond to of 53903

DJ OK ! OK ! I'll increase the "upper bumper" from 28 to 28 1/8 (g) As mentioned some time ago, The Federal Reserve studies show a J-CURVE effect on counties that drop their currency. Korea just does not have it any more ! As time goes on they will "starve for many years" due to need for capital..... ....or that is what the Federal Reserve studies show.... Pigs,Hogs and DRAM always seem to find their way back to balancing SUUPLY/DEMAND sooner or later...... And Skeeter will always be right 1/2 of the time (g) Larry Dudash