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To: DJBEINO who wrote (35784)6/26/1998 10:19:00 AM
From: DavidG  Read Replies (1) | Respond to of 53903
 
DJ,

I think now that MU is one the largest DRAM makers in the world, we may see more Asian companies backing out of this business. They now realize that MU is serious about their dedication to DRAM and are getting very nervous....They see this crazy suicidal look in MU's eyes and are thinking they want no part of DRAM.

Can you blame them? You have to be crazy to be in it, or stay in it, let alone to EXPAND it!!!!

MU is crazzzzzzzyyyyyyy. Stay away from them and the sector...the word is out there now.<gggg>

DavidG



To: DJBEINO who wrote (35784)6/26/1998 10:38:00 AM
From: Bipin Prasad  Respond to of 53903
 
Fujitsu management simply does not understand how to do business in
US. They should pull all of their US business asap to save parent
company, imo.

On the other hand, Sony is slowly building up DSL. We might hear
about their new DSL business some time next year, if not sooner.

later,

InSook