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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Lucretius who wrote (36314)	11/15/1998 1:39:00 PM
From: Knighty Tin	Respond to of 132070

LT, This was always certain to happen. Too bad MU couldn't get close to breakeven before the crash started again. (Crocodile tears <G>) MB

To: Lucretius who wrote (36314)	11/15/1998 2:24:00 PM
From: IceShark	Read Replies (1) \| Respond to of 132070

LT, The press stories about the Koreans cranking up DRAM again is about a week, or so, old. I wonder how long it takes once they turn the switch back on till product is shipping to end users? And I wonder how long ago they actually flipped the switch. I ask since many moons ago I was tangentially involved with a specialty chip manufacturer. Some of their burn in testing went as long as 6 weeks! Granted, these guys were making chips for pacemakers and missiles where field failure is a tad more significant than some kid's game machine/word processor going on the blink. But the four week lag time cited in the article seems to make sense for DRAM which means the die has been cast and this is no longer speculation. And in a few weeks there is going to be a glut of 64meg chips unless someone is going to sit on inventory. Starting up again to sit on inventory, of course, doesn't make sense, nor does starting too late so as to totally miss out on year end sales. Seems like Friday's drop in POS1 was the logical conclusion dawning on the market, not that I have any faith in the market being rational. -g- Regards, Ice