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

To: tombet who wrote (22940)	8/12/1998 5:53:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

dailynews.yahoo.com Excerpt: One thing is clear: DRAM is no longer the sure thing it seemed to be in 1995 when South Korean memory makers bet big on faster DRAM and bagged US$5 billion in profits between them. Taiwan makers liked that payoff and dozens clamoured to get into the game -- soon contributing to a global glut that since late 1996 has sent DRAM prices freefalling even as demand for wafermaking capital and technology has soared. Experts say Taiwan simply has too many DRAM makers. "Out of the 40 major factories right now really only 25 are needed," said one analyst, who preferred to remain anonymous.