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To: Jay M. Harris who wrote (4412)	1/14/1998 12:19:00 AM
From: geoffrey Wren	Respond to of 10921

Jay, why are low prices of DRAM bad for the overall market? This is an assumption that should be examined. If, for instance, gasoline prices reduced to 50 cents/gallon, that would be good for automobile sales, although perhaps bad for those who had sunk money into Texas oilwells. So, too, why is there not a perspective that low DRAM prices are good for at least some elements of the semiconductor equipment sector, although not too good for those who had sunk money into 4 and 16 megabyte memory chip manufacturing (Particularly the Koreans)? After all, one of the reasons we are seeing the $1,000 computers now really coming into popularity is that they can come equipped with 32meg of memory. Just looking for the silver lining . . . Sincerely, GTW