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To: DavidG who wrote (22664)	10/22/1997 3:42:00 PM
From: mike iles	Respond to of 53903

Hey David, Statements definitely not taken out of context. Anyway, I have a new tag line for after the crash: 'MU... thanks for the memory' regards, Mike

To: DavidG who wrote (22664)	10/22/1997 5:09:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

>>Already some companies are backing out of DRAM, US and Asian.<< not as many as our building up, david. in fact, can you give 3 concrete examples of companies that have quite dram? txn hasn't quite yet. it is still 20% of theire semi rev. i don't even think they compete in 16 mb. 64 mb or higher, i believe. have you seen amats price? it is up 300% b/c PEOPLE ARE ORDERING MASSIVE AMOUNTS EQUIPMENT. what don't you understand about the taiwanese government spending $60 billion (us$) in plant s and equipment next year. that tired demand will catch up with supply philosophy not only ruled the bulls and the analists, it ruled the board rooms. the glut hasn't even begun yet. we need CAPITULATION ON A LARGE SCALE. mu is one of my leading candidates.