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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (22039)7/22/1998 12:30:00 AM
From: Gottfried  Respond to of 70976
 
Katherine/all, From Asahi Shimbun...(July 21.98)
"Profits fail to compute as memory chip prices fall"

Industry officials say the break-even price of the 64-megabit
DRAMs is about $10 (1,400 yen).
At the current price of 1,200 yen, makers can hardly stay in the
black. [snip]
Analysts said excessive supply will continue until the end of 1999.
[snip]

asahi.com

Gottfried



To: Katherine Derbyshire who wrote (22039)7/22/1998 1:10:00 AM
From: Clarksterh  Read Replies (1) | Respond to of 70976
 
Katherine - that kind of aggressive shrink [to 0.18u] could extend the capacity glut indefinitely.

How so? The memory area (and all others for that matter) have made shrinks before and yet the market has grown faster than the shrinks could keep up. Do you think something has fundamentally changed?

Clark


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