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To: Richard Russell who wrote (28351)	2/14/1998 12:22:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

r4r, go tell your new buddy that flash sucks the big one, too ;-)

To: Richard Russell who wrote (28351)	2/14/1998 10:29:00 AM
From: Jerry Denkera	Read Replies (1) \| Respond to of 53903

Richard-Gray market is an out of date term now considered independent distribution which is where spot prices come from.Most contract deals no longer are 3-6months out if it can be helped and many mfger have started BTO in earnest and require mfgers of dram to deliver within hours or days keeping inventory at the dram mfger site. Regards Jerry

To: Richard Russell who wrote (28351)	2/14/1998 11:35:00 AM
From: Stephen M. DeMoss	Respond to of 53903

Richard, By flash, does he mean beaten down companies like Atmel? If they are the companies to buy, why is Atml sitting around 17 (down from like 50) weeks on end? What is your take on Toshiba stopping production a year early? Is this a sign that Mu is selling something anti-productive with no viable options for the future OR does it mean with no Txn or Toshiba in the market, they have a corner and thus are in better position to dominate (albiet short term)? Steve D.