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To: Chas who wrote (39889)10/13/1998 9:46:00 PM
From: Sun Tzu  Respond to of 53903
 
FYI, most multinational companies use currency hedges to isolate themselve from such fluctuations as you've described. It is possible but not likely that the Yen appreciation can cause any immediate change in DRAM prices.

Sun Tzu

P.S. Yen has appreciated and *not* dropped. You had the rest of it right :D)



To: Chas who wrote (39889)10/14/1998 12:56:00 AM
From: Trey McAtee  Respond to of 53903
 
chas--

no. demand will decrease. instead of putting 64MBs in a computer, you go with 32.

as for the currency situation i view it as somewhat of a non-sequitor. the yen has gone too high.

good luck to all,
trey


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