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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: geewiz who wrote (26330)	3/3/1998 4:03:00 PM
From: Knighty Tin	Respond to of 132070

Art, DRAM is just too easy to make and all of these guys think they will be the last co. standing. MU certainly thought that last year when they pushed for the #1 spot in market share during a huge glut, all the while accusing everyone else of dumping while they added capacity they couldn't sell at a profit. There is a problem with fund inflow as a predictor. It has to grow geometrically to have impact. It did for awhile, but now it is not even growing arithmetically. As the dog grows fatter, you need an ever more muscular tail to wag it. And the stock market has grown to the point where it is getting tough for a few billion net inflow to move prices much. MB