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

To: Katherine Derbyshire who wrote (22121)	7/24/1998 9:49:00 AM
From: Ramsey Su	Read Replies (3) \| Respond to of 70976

Katherine, so what you are saying is at current production levels, we have 11% DRAM over capacity. However, if all of a sudden the demand jumped up 20%, these idle fabs can then add XX% to production. If they, as an example, add 9%. Then we are at equilibrium. On the other hand, if they ramp up and add 20%, then we have another adjusted DRAM over capacity number? Seems to be a screwy way for reporting on the same thing. Ramsey