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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: IceShark who wrote (51576)	3/12/1999 12:18:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

Ice, I doubt it. It sounds like another Boise misdirect to take eyes away from serious examination of the work of fiction called eps that they are about to publish. MU always claims a win is imminent. They have won 1 out of 50 of these things, on SRAM, not DRAM, so their forecasing record is a wee mite horrible. <g> What they try to do with these stories is scare the competition into slowing its expansion on to their turf. O.K., but what happens if they are right? The Taiwanese are definitely players, but nothing like the size of Korea or Japan, yet. And MU is the one adding the huge capacity into the glut. So, it might pop DRAM prices for a day or two, but then it would go back down, IMHO. You also have the problem that PCs are not selling. The only ones moving are cheap ones. Any rise in component prices cannot be passed on to tight fisted consumers and corporations. So, we go through a long period where the current box with 64MB of SDRAM remains the standard and there is no move to increase it to 128MB. That takes growth of DRAM out of the game, and with 70% unit growth considered a disaster, this would be bad news, indeed, for MU. MB