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To: Fabeyes who wrote (42850)2/7/1999 11:36:00 PM
From: PAinvestor  Respond to of 53903
 
Fabeyes, you are assuming that what is true for Samsung and Hyundai is true for the remainder of the industry. Everyone is using CMP, but it is not enough to move to volume production above 3-5m units/month whilst keeping yields as high as they are. You are providing a lob-sided view the DRAM world by ignoring bit demand growth and Japanese/Taiwanese production capacity. It is not just an MU/Korea world out there....