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To: Carl R. who wrote (44799)	4/3/1999 7:39:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

carl, the big difference between mu and its competitors is that the govt doesn't outright support mu as much as its competitors' govtas do. korea WILL NOT let its dram companies fail. PERIOD. no matter what it takes. i don't think japan or the taiwanese (sp??) will either. the industry sucks. everyone has to increase bit production at least 1005 a year to minimally reduce costs - and that is w/o the big, big capexes. dan niles is a dope.

To: Carl R. who wrote (44799)	4/3/1999 11:02:00 PM
From: Fabeyes	Read Replies (1) \| Respond to of 53903

....though Samsung is in the same range and Hyundai is probably not far behind. Both Samsung and Hyundai are ahead of MU here. Samsung is already sending a 128 Meg using .18um. And let us not forget IBM. They just sent out their .18um with some great little features MU has not been able to make work in the smaller sizes; yet.