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To: Dave B who wrote (23700)	6/25/1999 4:56:00 PM
From: Zeev Hed	Respond to of 93625

Dave, so far, for the last 10 years or so, on the average, the demand for DRAM has proven quite elastic (I think that last year was the only case when actual sales declined YOY), and the hunger for more memory seems insatiable (wait until we get speech recognition computer to which you dictate..., you'll see demand blowing if price comes down). My point is that Dataquest forecasts (including the "normal price decline according to Moore") some $100 Billions in four years, all I am looking for is half that much and penetration of 50% to 65% of that market in the same time period. Lower price can only help us get there. Zeev