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To: yard_man who wrote (139264)	12/18/2001 5:22:04 PM
From: reaper	Read Replies (2) \| Respond to of 436258

like AH means anything we need time for Joseph, Osha and Niles to talk about how the bottom is in, and how contract prices have almost made it all the way back to marginal manufacturing cost. btw, check out the balance sheet. about $500mm would have gone out the door this quarter if not for a big tax refund they got. obviously that is non-recurring. if DRAM prices don't recover in a meaningful way soon that $1.7 billion cash balance is going to start bleeding down right fast. btw, see that close in ABFI?? cheers