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To: DJBEINO who wrote (38614)9/18/1998 10:21:00 AM
From: Joseph J. Valenzuela  Read Replies (2) | Respond to of 53903
 
Sure, the DRAM makers' production cost is higher than ASPs, but they really make up for it on the volume!!

Anybody care to buy a dollar for 50 cents?



To: DJBEINO who wrote (38614)9/18/1998 1:27:00 PM
From: Skeeter Bug  Read Replies (2) | Respond to of 53903
 
>>"We have decided to put the T$500 billion Tainan project on
hold for the time being,"<<

dj, what have i been saying? once profitability returns, BAM BOOM, SMACK, on hold comes off hold and $14 billion is spent ramping production. taiwan, japan, korea, etc all jumping in at the same time. glut, glut, glut.


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