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To: DJBEINO who wrote (25938)12/19/1997 4:35:00 PM
From: davesd  Read Replies (1) | Respond to of 53903
 
This is what cycles are all about.....With all these cancellations in DRAM fabs the demand is going to catch up to or exceed supply...could we be seeing the birth of a upcycle??

dave



To: DJBEINO who wrote (25938)12/19/1997 6:47:00 PM
From: MR. PANAMA (I am a PLAYER)  Respond to of 53903
 
GRIM IS BACK....HAHAHA DJ..looks like they WON their expansion battle at all cost BUT THEY LOST THE F$@$$$ WAR...ho ho ho BANKY RUPTURE....



To: DJBEINO who wrote (25938)12/19/1997 11:54:00 PM
From: John Graybill  Read Replies (2) | Respond to of 53903
 
And yet the mfrs of chip-making equipment (AMAT, NVLS, KLAC, et al) were up today as well! Something is phoney here, and a look at the last half hour of MU today tells you what it is -- the mother of all short squeezes!


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