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To: Steve Robinett who wrote (50970)3/23/2000 11:44:00 AM
From: TREND1  Read Replies (2) | Respond to of 53903
 
Steve
Please listen to the MU conference call.
MU CEO has a question addressing that
and MU CEO sort of laughed at AMAT and Lam
for trying to make forecasts.

All that said, maybe shortage in second half is coming?

Larry Dudash



To: Steve Robinett who wrote (50970)3/23/2000 11:52:00 AM
From: GoodQ  Respond to of 53903
 
There is no question that by the end of this year, there will be a shortage in 64M DRAM. Everyone is moved to 128M.



To: Steve Robinett who wrote (50970)3/23/2000 5:02:00 PM
From: Technology Investor  Respond to of 53903
 
Hello? Check MU BOD.