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To: Skeeter Bug who wrote (35522)6/21/1998 6:53:00 AM
From: PaperChase  Read Replies (3) | Respond to of 53903
 
>>reducing costs in dram means increasing output. everyone is "reducing costs." it also means everyone is "increasing output." that is why this glut situation is not easily solved <<

I would also think that any american-based dram operation would "keel over" from 1. american labor costs, 2. no government subsidies of operations, and 3. the killer american dollar which makes it difficult to sell finished goods at a competitive price outside of the U.S. market. Where am I wrong with this point?



To: Skeeter Bug who wrote (35522)6/21/1998 9:28:00 AM
From: Zeev Hed  Read Replies (2) | Respond to of 53903
 
Skeeter, my premises are very simple, if MU is to be around for the next few years they got to fight the DRAM wars. This acquisition put them in a much better position to fight this war. I do not know what the outcome will be, but this acquisition tilts the situation in favor of MU not in "disfavor".

Zeev


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