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To: Duane L. Olson who wrote (9977)	2/22/1998 4:02:00 PM
From: shane forbes	Respond to of 25814

TSO: I think this is all a matter of dollars and timing. Though MU will do well profit-wise if the Koreans are kaput and AMAT will do well if MU makes profits and moves that money into semi-equips MU's increases might not offset the Koreans slowdown of ordering. Also MU still needs to tread carefully. The Koreans could be firing up the kiln any day now. Though I don't expect the same scale of DRAM price drops as we saw in Dec., if they turn on the DRAM spigot DRAM pricing will be pressured.