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

To: Andy Thomas who wrote (52257)	3/16/1999 7:00:00 PM
From: Michael Bakunin	Respond to of 132070

In re DRAM spike: there was that nasty little strike at LG, since settled. People get all exercised about that sort of thing.

To: Andy Thomas who wrote (52257)	3/16/1999 11:27:00 PM
From: Skeeter Bug	Respond to of 132070

andy, i speak of a glut in macro terms. prices spiked up and losses mounted. that is still a glut. however, mu may pull a dime in profit this q as retail dram has fallen 30% in a few months. remember, mu's output was DOWN 10% inspite of increasing potential output 70%+. that is manipulation. korea also held back a little. in addition, the boxmakers stuffed the channel artificially increasing demand. so, supply was manipulated down, demand manipulated up and... what was the result? a dime in profits? ooooooooo, ahhhhhhhhhhhh ;-) in any case where is mu gonna get the billion dollar ante to play again next year?