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To: JungleCat who wrote (40346)	10/25/1998 7:36:00 PM
From: JungleCat	Read Replies (2) \| Respond to of 53903

It is very interesting that a few on this thread are just plain "blind". They refuse to see the bigger picture where MU and the DRAM market is concerned. Yes, MU has lost a lot of money the past two quarters. But so have their competitors...in fact much more. So, what's the big picture?? SOME (quite a few actually) DRAM MFTRS ARE BEING WEEDED OUT. Yes, there is still more supply than demand. But very soon (signs are already out there), demand will meet supply. Then the inevitable, demand will outstrip supply. This is the nature of the beast. Yes, it can be very easily said that, the big guys will just start cranking the fabs when there is more demand then supply. But I don't think the existing DRAM mftrs will be that stupid to flood the market again. 'Once bitten twice shy'......but then again!!!!! The big question is can MU hang in there?? I believe they can. The DRAM market is big enough for the big 5 DRAM mftrs to have a good share of and make money. But this market is cyclical. The PC growth and the internet caused a frenzy in DRAM production in the last couple of years. However, I believe the next stage of growth in the DRAM industry is going to be slower but more controlled UNLESS a new medium emerges that is HUNGRY for memory. Just my 2 cents!!!