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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Cynic 2005 who wrote (23858)	10/22/1997 9:08:00 PM
From: Lone Star	Respond to of 132070

I don't see any major disconnects, as a properly cautious outlook for any short termers or traders. I certainly thought and hoped the dram overcapacity would have lessened, it hasn't. These boys need to form a cartel! Sure, the taiwanese, japanese, and koreans should get along just fine. And throw in a few white supremists from Idaho for good measure. However, the upside possibilities for reasonable business and then another rocket up exist as well. .25 and below upgrades and to a lesser degree 300mm will obsolete the installed base, but what portion and how quickly.

To: Cynic 2005 who wrote (23858)	10/23/1997 11:39:00 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Mohan, Good note. We have to keep in mind that all those equipment "orders" are from the part of the world that is currently blowing up. Maybe these firms will not pull in their horns just because they don't see profits for a couple of years. But that is not the way to bet. I still believe the bear is Catholic and that the Pope poops in the woods. -g- MB