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To: shrinks who wrote (47004)	7/8/1999 12:13:00 PM
From: Land_Lubber	Respond to of 53903

Have you guys seen these? messages.yahoo.com messages.yahoo.com Best technical data I have yet seen on the "recall". Land_Lubber

To: shrinks who wrote (47004)	7/8/1999 12:47:00 PM
From: Thomas G. Busillo	Respond to of 53903

shrinks, that's the irony. For the sake of argument, assume they are having problems. They reported problems--backend "constraints"--a few Q's ago and what happened? Prices went up (also helped by the situation at LG) and hung there enough so that they made money in their 2Q. If the price increase is related to the problems (and if you really think about it, they have enough inventory to cover it...which raises a question about why the prices would be going up or how sustainable they really are) and they continue for a period, this would be the second case in the last year where a production problem has the potential to turn advantageous (which leaves out the cost of any potential recall, lost goodwill, etc.). Generally speaking, that's not how it's supposed to happen. But this is the DRAM industy <g> You'd think someone at MU would scratch their heads and think "gee, when we're not able to go apes**t on production in an attempt to drive out the so-called 'marginal players', prices tend to rise, and we make money." Good trading, Tom