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To: phoenix who wrote (3426)7/1/1998 5:34:00 PM
From: kash johal  Respond to of 60323
 
If flash prices are good, then it's great for them.

If flash prices are terrible and USIC loses money this will bite them.

As an example Lattice Semiconductor has a share in a recent fab. and they had a quarterly write off last quarter of several million dollars.

The flash biz. seems brutal right now, just like DRAM,SRAM because these are commodity suppliers like Samsung etc.

Regards,

Kash