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To: DJBEINO who wrote (35952)	7/4/1998 5:38:00 PM
From: Knighty Tin	Respond to of 53903

DJ, Good article, though they might have mentioned that all of this price stabilization has been caused by the Asians holding back production tremendously. Those types of DRAM scams never last more than a month or two. Samsung cannot continue to produce 8000 64 Mbit chips a day on capacity that can produce 14,000 of the same chips. Temporarily, yes, but if they ever get anywhere close to breakeven, the extra 6000 chips are gonna be kicked out the door. And, of course, as everyone knows, MU will use any DRAM scam to temorarily grab market share. They are dRAM's Venezuela. -g- MB

To: DJBEINO who wrote (35952)	7/4/1998 6:02:00 PM
From: Skeeter Bug	Read Replies (3) \| Respond to of 53903

dj, larry and other polyana bulls: >>"DRAM manufacturers were all hoping that PC 100 would be limited sourcing so prices would be higher," said Jim Handy, a DRAM analyst at Dataquest Inc. (San Jose, Calif.). "They've all clamored to become early suppliers of these devices. When everybody rushes over to one side of the market, it takes all the profitability out of it."<< hey, i told ya ;-) basic economics. one day ya'll will get it ;-) anyway, good article. dram industry in major hurt. will be interesting to see who does what. this is very telling... >>"You can't afford to get out [of DRAMs] unless you get out of semiconductors entirely," said NEC's Mulhern. "You can't pay those other business units without memory driving volume and process technology."<< so, exit dram then exit all semiconductors. that is one whammy of a business decision and with the "turn" just around the "corner," nobody will do it. and the glut continues... the $250+ million in cash losses continue. the debt increases. more bank loans go into default. mu is banking on 1991 - 1995 all over again. NOT! you ain't seen anything close to pain yet ;-)