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To: Lucretius who wrote (36174)7/13/1998 11:56:00 AM
From: TREND1  Read Replies (3) | Respond to of 53903
 
LT
Dram demand is always UP !!
Sometimes up 60%
Sometimes up 80%
But always UP
It is the INCREASE IN SUPPLY that causes the problems.
Larry Dudash



To: Lucretius who wrote (36174)7/13/1998 11:58:00 AM
From: DavidG  Read Replies (1) | Respond to of 53903
 
Larry,

:-)

NOooo. Oddly enough I would say CPU's is closer for the moment although still not correct.<g>

MU is putting itself in the same position as INTEL. When the processor sector turns around INTEL will fly and NSM, AMD etc will continue to lose money and market share.<g>

DavidG


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