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To: shane forbes who wrote (4571)1/24/1998 6:08:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 10921
 
Shane,

I wouldn't listen to anything coming from "BiPolar" Tom. He's flipflopped on MU and DRAM at least 4 times in the last 15 months.

Even with DRAM, there is no overcapacity for 64Mb DRAM. And SDRAM is not in a significant overcapacity status if there's any excess capacity at all.

It's dangerous to make investing assumptions based upon platitudes.

Ian.