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To: Michael Eugene Gieg who wrote (43330)2/26/1999 10:35:00 PM
From: Stefan  Respond to of 53903
 
Michael keep one thing in mind that the Taiwanese fabs are getting filled. If Korean fabs are running at capacity then MU is in for more trouble.
Taiwan got a lot of business from Motorola, which is trying to get out of manufacturing and the foundry work went to Taiwan. Motorola capacity still exist except.



To: Michael Eugene Gieg who wrote (43330)2/27/1999 4:24:00 PM
From: Fabeyes  Read Replies (1) | Respond to of 53903
 
>>> SRAM / DRAM prices to firm by spring>>>

I think it will be more like early to mid summer. This upturn, if it has started, will be short and not a good as ones in the past. Those who have the technology now will do well; but nor much room to catch-up this time.


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