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To: DJBEINO who wrote (42327)1/16/1999 7:12:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
djb, please tell said analysts that ALL of txn's production is off line, korea is at 70%, if that, and that pricing barely moved during the busiest time of the year given these short term production shut downs. not to mention cost reduction equipment (that won't be valuable until production ramps).

this isn't overcapacity. but, it does take an inkling of critical thinking ability - so most won't get it.