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To: Sam who wrote (8118)	9/27/1999 12:10:00 PM
From: snapper	Respond to of 10921

Snapper, since you were with MU, didn't they build DRAM inventories earlier this year, and, if true, won't the earthquake be an enormous plus for them? As I recall, that move was derided by many of their bears at the time as a possible Kiss of Death, so sure were these detractors that DRAM prices were headed lower. Sam, I am not comfortable commenting on MU operations. In general most DRAM players do not want to build inventory because it is a pure gamble. A supplier might deliberately build an inventory of a specific part when it is going to be discontinued, but not across the board.