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To: Richard Russell who wrote (29156)3/1/1998 9:42:00 PM
From: Dave Gahm  Read Replies (2) | Respond to of 53903
 
RR, For future reference, the IBD registration is free. I would expect to see this article have a significant impact on the market tomorrow. The bull case has rested on a recovery in DRAM by the end of 98, and now Dataquest is saying the glut will last until 2000. Of course the bulls will raise their 2001 earnings estimates to compensate, but I have a feeling the market may not be willing to wait that long <g>.

Regards, Dave (AlaskaDave)