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To: DJBEINO who wrote (45997)5/26/1999 4:15:00 PM
From: grok  Read Replies (1) | Respond to of 53903
 
Re: <He said the stability in supply and demand would largely be the result of reduced investments in recent years by major manufacturers and a move by several makers towards non-DRAM sectors.>

Hasn't the "reduced investment" and the move towards non-DRAM sectors already occurred? Yet will still have over supply today. I'm wondering why this guy thinks things will improve in the future. Anybody understand this?