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To: SouthFloridaGuy who wrote (40729)11/6/1998 12:12:00 PM
From: Skeeter Bug  Respond to of 53903
 
supply shifts? so, the koreans are running at 70% capacity. everyone is still losing money. this is the high demand time of the year. hmmmmm. are the koreans going to go to 50% capacity in, duhhh, 1.5 months? of course, there will be no process improvements ;-)

of course, no fab equipment will be purchased over the next year, right?

don't believe the hype. you sound like the types who told me last year that mu was going to make $4 in 1998. boy, they showed me. ;-)

there is a slight shift. all of which will be offset within 45 days.