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To: edamo who wrote (95269)	2/5/1999 2:48:00 PM
From: Lee	Respond to of 176387

edamo,..Re:. what you espouse held true when our economy was purely smokestack, and commodity driven.. Excellent point and one that Chuzzie has brought up more than once lately, even today. Maybe some just haven't heard of Moore's Law? Or just haven't expanded it to incorporate newest technology? Message 7680154 Thanks for your remarks, Lee

To: edamo who wrote (95269)	2/5/1999 2:50:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 176387

edamo, disagree. i could have been more clear. weaker demand relative to supply. the low cost producer can still be profitable while everyone else is losing money. however, the game isn't to make others lose money. the game is to maximize profits. micron was a great example. back when dram was in short supply relative to demand, they raised prices while lowering costs. why? supply and demand. the fact they were more efficient had NOTHING to do with it. why did they lose money last year? supply and demand. dram is more technical than slapping together a box. your argument fails the practical test.