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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: shane forbes who wrote (4579)	1/26/1998 11:22:00 PM
From: John Chalker	Read Replies (1) \| Respond to of 10921

Shane, I read your comments << Their argument - mass overcapacity is crushing ASPs. Which makes eminent sense to me. BUT only in certain segments.>> to suggest that the overcapacity was accidental, and created oversupply and caused the unplanned price drop, as in DRAMs. Versus a deliberate strategy to use volume production and planned price cuts as an economic weapon, like INTC and MU. Is that clear or am I still pretty weak? I might've had something else on my mind at the time. Chalks