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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (27825)	1/21/1999 5:34:00 PM
From: Duker	Read Replies (1) \| Respond to of 70976

<<duker, the capacity is there. mu bought txn and had a sequential DECLINE in output - as though all tn capacity was taken off line and mu produced less. unusual. mu blames test. i think they are artificially supporting pricing. the capacity will be back. koreans are at 70% capacity. once small profits are made, they'll crank the capacity...>> I do not necessarily agree, but no one has a true picture of leading edge capacity (or at least no one that you can trust!). I guess we shall see ... in a "time-will-tell-kinda-closing" ... ... Maybe a board member of both the leading US DRAM producer and the leading US SemiTest company will shed some light on the 28th, when his SemiCap firm reports ... --Duker