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

To: Katherine Derbyshire who wrote (22130)	7/24/1998 11:50:00 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 70976

Katherine, Taiwanese industry, responsible for some of the most worrisome utilization reports, is primarily foundry-driven. Furthermore, some of the DRAM companies seem to be shifting excess capacity to foundries, easing the DRAM problem but making the foundry problem worse. need some help. Please explain foundry-driven and what do you mean by shifting excess capacity to foundries? Not being in the business, I am totally lost on what you are trying to say here. Ramsey