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To: art hebert who wrote (2425)	12/11/1997 10:39:00 AM
From: Charlie Smith	Respond to of 6180

art: Exactly. The question then becomes: How much of a dent does a faltering Asian economy put in DRAM demand? Quantum said last night on their conference call that they are expecting flat demand from the Asian economies going out 6 months or so. Not a big decline, but flat sequentially. Obviously subject to revision. Regards

To: art hebert who wrote (2425)	12/11/1997 10:51:00 AM
From: TREND1	Read Replies (1) \| Respond to of 6180

art you wrote <<It seems to me if South Korea is hurting then they won't be expanding dram capacity. Thus if the supply is not increasing TXN and MU should benefit. Any thoughts on this?>> art The USA uses 38% of the world's dram ! South Korea produces 7% of the world's dram. Yes ! South Korea will decrease expansion plans, but the slow down will reduce use of dram. It is the old equation SUPPY=DEMAND where the equal sign is price. No one can figure out this equation 2 years in advance, the time it takes to build a FAB. Larry Dudash