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To: DavidG who wrote (38099)	9/3/1998 6:56:00 PM
From: Skeeter Bug	Respond to of 53903

dg, mu is one of the low cost producers. noody ever contested that - or at least i'm not aware of it. being THE low cost producer is something else altogether ;-) as for the koreans not having the funds to compete... not true. did you hear the latest merger? mu/txn have been bumped from the number one producer spot before they even got there ;-) as for the dram biz being h*ll, with that we agree. i can't think of any other major company in the world with as much exposure to dram as a % of total biz as mu. that is why i don't see them lasting with the big boys. even if they do, and they might, after 4 years of boom beyond all imagination being wiped out by 3 bad qs, the long term upside looks weak anyway.