-
Strategies for a discontinuous future.





Consulting & advisory, research notes, in the press, about bubblegen,
next wednesdays.





Wednesday, November 26, 2003
 


Declan McCullaugh on DRAM and protectionism - Micron buys protection for the DRAM market against Hynix, who was heavily subsidized by the Korean government. Declan doesn't like this because he's into Adam Smith.

I don't know about this one. I think Micron's point was that that massive subsidies let Hynix engage in predatory pricing, or pricing below their marginal cost - not just price competition - which is dubious even if you're a Chicago style free-markets economist.

-- umair // 7:24 PM //


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