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- Newsgroups: comp.sys.ibm.pc.hardware
- Path: sparky!uunet!zaphod.mps.ohio-state.edu!swrinde!cs.utexas.edu!csc.ti.com!tilde.csc.ti.com!mksol!mccall
- From: mccall@mksol.dseg.ti.com (fred j mccall 575-3539)
- Subject: Re: Why memory costs doubled
- Message-ID: <1992Dec30.191314.7537@mksol.dseg.ti.com>
- Organization: Texas Instruments Inc
- References: <1992Nov13.181714.1835@dcatlas.dot.gov> <BzzID0.1zC@fc.hp.com> <palane.725578726@pv7426.vincent.iastate.edu> <1992Dec29.212413.15066@mksol.dseg.ti.com> <palane.725673526@pv7427.vincent.iastate.edu>
- Date: Wed, 30 Dec 1992 19:13:14 GMT
- Lines: 47
-
- In <palane.725673526@pv7427.vincent.iastate.edu> palane@iastate.edu (Paul A. Lane) writes:
-
- >In <1992Dec29.212413.15066@mksol.dseg.ti.com> mccall@mksol.dseg.ti.com (fred j mccall 575-3539) writes:
-
- >>Of course they did, because it wasn't stopped until late in the game.
- >>How many U.S. manufacturers of DRAM can YOU point to now? How many
- >>were there when the Japanese started dumping and leveraged their SC
- >>industry?
-
- >IBM and Micron Technology, though there's been rumors of TI working on
- >high density chips.
-
- IBM only makes DRAM for their own systems, so I wasn't counting them.
- TI, on the other hand, does sell DRAM (and is currently the largest
- domestic producer, I think -- I don't know, though; I do weapons, not
- chips).
-
- >>[Hint: I know of only two domestic producers of DRAM. Extra point:
- >>explain what really happened then, what the Koreans hope to achieve by
- >>dumping in the U.S., and why the Japanese are now aiming to move out
- >>of DRAM and into ASIC.]
-
- >The full details would take a thesis or two, which I have neither the
- >time nor the interest to complete. Basic point. An international monopoly like
- >that is unsustainable. It's hardly my fault that U.S. companies are unwilling
- >to stay in a market if it doesn't provide profits the next quarter (I also
- >blame shortsightedness of U.S. investors for this failing).
-
- >>Guess who was damaged most by the dumping? Can you say U.S. DRAM
- >>manufacturers?
-
- >They pulled up stakes and left the market before it became profitable again.
- >Short term smart. Long term stupid. That's why you can find no mass-market
- >consumer electronics made in the U.S. and only one domestic TV set (Zenith).
-
- A company can only sustain losses for so long. For those folks who
- had DRAM as their major source of income, they quite simply went broke
- trying to compete with dumped product, with the government waiting too
- long to step in. You can describe it is "pulled up stakes and left
- the market before it became profitable again" if you like, but there
- is a limit to the quantity of loss that ANY company can take.
-
- --
- "Insisting on perfect safety is for people who don't have the balls to live
- in the real world." -- Mary Shafer, NASA Ames Dryden
- ------------------------------------------------------------------------------
- Fred.McCall@dseg.ti.com - I don't speak for others and they don't speak for me.
-