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To: Skeeter Bug who wrote (37014)8/6/1998 8:17:00 PM
From: Trey McAtee  Respond to of 53903
 
skeeter-

thats what is so funny. i remember back in summer 1996 when i went long that others were doing closings. i can even remember myself saying that that would prop up the market. what propped up MU then was a better than expected transition to 16Mb parts, not a firmer pricing environment for DRAM because of closings. now we have even more plants, and even if they are closed now i would be willing to bet that they could be open and spitting out chips within one month.

good luck to all,
trey