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To: DJBEINO who wrote (34468)6/8/1998 1:33:00 PM
From: mike iles  Read Replies (1) | Respond to of 53903
 
DJ,

Surprised you didn't bolden that last bit in the 'Fujitsu Idles England Fab' article ... the bit about Fujitsu putting a freeze on further DRAM price reductions in an effort to shore up margins. What a novel strategy! You got to ask why nobody else has come up with such innovative thinking ... well come to think of it maybe the Boise slime has ... maybe that's why they're converting Lehi into a giant warehouse for all their chip inventory. I mean after all if they sell them at these prices they don't even cover their cost of production let alone other minor expenses like selling, R&D, and admin. Maybe they could get together with Fujitsu ... 'heck no we won't sell'

'hey, it's only an inventory correction'

regards, Mike