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To: DJBEINO who wrote (28743)	2/21/1998 3:20:00 PM
From: TREND1	Respond to of 53903

Again we thank you for your postings. I print and read every one ! Larry Dudash

To: DJBEINO who wrote (28743)	2/21/1998 7:57:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

dj, thanks for all the news articles. this is definitely a horse race. how do you think taiwan's $60 billion investment in semi plants will affect dram pricing - even if korea and japan cut back? i think that mu held back lots of inventory this q and just refused to sell a lot of their inventory. they did this before per their aticle. why is mu the only company with testing constraints? very, very poor planning from a company that the bulls say has perfect timing? or is this just an excuse to hide the ferocious business conditions and the fact they are holding back inventory?