SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: gbh who wrote (55226)4/8/1999 2:21:00 PM
From: Michael Bakunin  Read Replies (1) | Respond to of 132070
 
You must be kidding. If there's one thing we know about capitalism, it's that if there is money to be made, someone will make it. While margins in these areas may be weak, or even negligible, that hardly suggests a mass exodus of the industry. What it rather implies is that the industry is maturing. Mature industries act this way. -mb



To: gbh who wrote (55226)4/8/1999 6:00:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Gary, The problem with your hypothesis is that if they raise prices, they will not sell box one. The larger Japanese cos. are raising DRAM production far beyond that taken off the market by those who are cutting back. Of course, if you only look at the headlines, you would think Toshiba is cutting back instead of exiting 64 Mbit chips to produce more 128 Mbit chips. DRAM will be cheap forever.



HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News