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Politics : Formerly About Applied Materials

AMAT 223.95

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3:59 PM EST

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To: Proud_Infidel who wrote (14129)	1/4/1998 4:22:00 PM
From: davesd	Read Replies (1) of 70976

Brian, you are onto me about the DRAM oversupply!!<g> Did I ever tell you about the DSP and ASIC oversupply......you thought the DRAM thing was bad...you ain't seen nothing yet <vbg>. Seriously.....16M is in oversupply.....64M will be there really soon....everyone is converting over to 64M then 16M will be in shortage. dave

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