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To: John Chen who wrote (46370)	1/25/1998 2:40:00 AM
From: Ibexx	Respond to of 186894

John, Re. Book to 'Bill' ratio sky high since the Lewinsky's discovery. go semi go. What seems to be the connection between these two events--could you elaborate a bit? Or is it just a coincidance? Regards, Ibexx PS: I think the rise of commodity DRAM companies has more to do with the Southeast Asia troubles--the curbing of capital expenditure by Korea and other tigers.