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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: gial who wrote (30684)	5/27/1999 8:33:00 PM
From: Sun Tzu	Respond to of 70976

Agreed, but until two-thirds of the DRAM makers go bust or get out of this business for good, that day will not arrive. The reason everyone is rushing to use the new processes is because they reduce the per unit costs. So whoever gets the upgrades first, will have the advantage over others. But it is almost like the arms race; once your opponent has it, so must you. Eventually, I suspect only the most financially strong (or the most niche players) will survive. What I can't figure out is how much financing is left for each player. If I knew for sure that there will at most be financing for another 2 years and that Micron can stay in tact for 3 years, then I would buy MU tomorrow and would not look back for another 5 years. ST

To: gial who wrote (30684)	5/27/1999 9:11:00 PM
From: Math Junkie	Respond to of 70976

<<The day the Taiwanese, Koreans and the Japanese chipmakers truly understand the law of supply and demand is the day we will see stable dram prices.>> Unfortunately, understanding is not enough. What they would need is a crystal ball: Message 9204902

To: gial who wrote (30684)	5/27/1999 9:50:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

>> The day the Taiwanese, Koreans and the Japanese chipmakers truly understand the law of supply and demand is the day we will see stable dram prices. << Nope. Once that happens, the Chinese (or the Malaysians, or the South Africans) will see a way to boost their economy while catapulting their technological infrastructure into the 21st century. (Just as the Japanese, the Taiwanese, and the Koreans did before them.) They'll build huge fabs with government tax credits (or outright subsidies) and start the whole cycle over again. Katherine