SI
SI
discoversearch

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.
Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?


To: DJBEINO who wrote (35808)6/27/1998 3:37:00 PM
From: Knighty Tin  Respond to of 53903
 
DJ, Neither. It is simply not that important. So far, for every co. or fab that exits, new capacity is added at about a 3 to 1 factor. And there are no assurances that the cos. are actually getting out. Mot has been getting out of DRAM for about 5 years now. <G> The TXN deal is a bad sign for DSP price equilibrium, however.

MB