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To: Zeev Hed who wrote (48098)	9/8/1999 5:40:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

zeev, you are correct. i had not read that post yet. this is much different than when mu fell $23 points AHEAD of earnings with no news (at least no publicly disseminated news). they are solidly pumping next q. take the suckers' eyes off reality and point them to fantasy again. one must seriously ask themselves the most basic of questions. pc unit demand is up 15-20% yoy. dram was in a serious glut up until 3 months ago. if dram capacity is up 15-20%, yoy, where is the supply constraint? dram capacity is up more like 50%+. but, hey, i'm conservative. the spot market is being manipulated so the brain dead can tout it daily to more brain dead folks and everyone can pretend the fundamental problem here has been resolved. it hasn't.