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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Ian@SI who wrote (4692)	4/23/1999 10:49:00 AM
From: Justa Werkenstiff	Read Replies (3) of 15132

Ian: Re: "You criticized SVGI's beloved management. ;-)" Yes, I know and UTEK has its own problems. But don't worry. I just went long SVGI. Thank goodness, I am not looking to marry management. I justa want to make a buck <g>. Re: "Listening to the DPMI conference call, it seems to be sprinkled with hints that DRAM suppliers are starting to show signs of being capacity constrained. If that's the case, I'd expect DRAM pricing to return to the more traditional 30% / annum decline rather than the 90% / annum decline we've seen for the past 3 years or so." DRAM pricing has fallen too much, too soon recently IMO and is now a threat to a prolonged recovery. I believe we are at $7.00 according to BBRS downgrade of Micron Technology. Plus, Hyundai and LG Semicon may start priming the supply lines since their merger just went through. I think this topic has to be monitored. The good news is that PC demand (read demand) still appears healthy but for DEAD MONEY CPQ. Gateway, IBM and Dell (I hope) are all doing well. Any thoughts?

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