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To: gnuman who wrote (63254)	12/20/2000 5:37:25 PM
From: blake_paterson	Respond to of 93625

Gene: Time for Hyundai to make a move. I doubt Citicorp is just going to sit on their hands while they (Hyundai) build SDRAM to inventory. Time to switch their lines over to something that is profitable, like RDRAM. Or get out of the DRAM business. A semi shakeout is indeed likely to be upon us. The Semi-equips are a lagging confirmation of this. My CYMI, KLAC and AMAT are selling for ridiculous PE's today. Minting money and nobody wants the stocks. Last time we saw this, TI exited the business and the others closed capacity and / or merged. Anybody listening to the mu report? BP Edit: Saw your mu report: Message 15059999 $1B in inventory. Yikes. Time for the potato(e) farmer to throw the bad apple out <g>