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To: Fabeyes who wrote (36521)	7/26/1998 6:39:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 53903

FAbeyes, Disagree about MU showing the world how to make DRAM. My understanding is that they were using technology under a license from IBM. MB

To: Fabeyes who wrote (36521)	7/26/1998 10:18:00 PM
From: Skeeter Bug	Respond to of 53903

fab, seems you have a good grip of mu reality. it is a highly competitive, cut throat business going through hard times - and nobody has a real big advantage. my bet is that those diversified out of dram - read many, but not all, asian companies - with deep pockets - incl govt financing - will win. winning i'll define as stay in business and eventually make marginal profits as the boom of the early 90s won't be seen ever again in dram, imho. good luck.