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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Benkea who wrote (30494)	10/18/1999 7:07:00 PM
From: Logain Ablar	Read Replies (2) \| Respond to of 99985

Benkea: Thanks. My January comment was JMO on the glut of RAM we'll see with the ramp ups I've been reading about. I can't figure how demand will be that great (I'm reading Korean and Taiwan companies increasing production 100 to 150% by year end. (Not good for MU.) This with the normal CPU decrease and hard drive decreases should make for some nice price decreases in the new year. We just need INTC to get the 820 out although RMBS is stil in trouble and the RMBS memory is part of the supply problem today. On the inventory issue I thought IBM, CPQ and HWP went to just in time. Just kidding thanks again. Also the LCD's hurts them all since many of the laptops are manufactured in Taiwan. Tim