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To: Carl R. who wrote (44780)4/3/1999 10:20:00 AM
From: Fabeyes  Read Replies (1) | Respond to of 53903
 
... 1gb. I lean towards the later.

I would agree. For one the fab updates, for MU and others, moving to the 8" line is not that old. Right now with the profit line so narrow it would not make sense to invest that much right now. But even more to the point is that not all of the equipment vendors are capable of giving a 12" line needed to produce the smaller sizing issues. To special order REALLY adds to the cost.

Better to wait right now.



To: Carl R. who wrote (44780)4/5/1999 12:23:00 PM
From: Stefan  Read Replies (1) | Respond to of 53903
 
Some one already responded to your reply but I just would like to add one point that in the past Koreans were marginalized but look where they are now. Taiwanese will not give up. In few years you will see them in a driver seat.
When will MU make money?


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