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To: Zeev Hed who wrote (52828)	7/16/2001 1:32:27 AM
From: Paul A	Respond to of 53903

now see- I really dont think an Earthquake, shut downs whether they last a week or 1 month, or some key consolidation will really change the sector over the next 2 quarters.. The supply thats out there is mind boggling.. Memory is in freefall right now..its actually accelerating over the last 10 days.. I can get you a 512mb/pc133 for nearly $100.. thats for top of the line.. Wanna get some used cisco or other product which is essentially the same stuff- $75... This same module was about $500-600 not 6 months ago.. ``We are not losing money in our mainstay 128Mb chips,'' a company official said. ``We also expect hefty sales from non-memory chips.'' --- when Samsung made these comments, was it before or after 128mb fell to around $30 on Friday afternoon?? : )