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To: Mark Oliver who wrote (2780)	3/11/1998 12:21:00 PM
From: Pierre-X	Read Replies (1) \| Respond to of 9256

Re: DRAM Makers Disagree Over Future Memory Technologies techweb.com From the article: Despite Intel's full-court press to drive RDRAM onto the desktop PC, competing technologies such as double-data-rate (DDR) DRAM and SLDRAM remain in the production plans of many integrated circuit companies... Okay. This happens far too often in this business. I would even go so far is to say this may be a market failure. This infighting amongst the RAM crowd is just like the battling over the 56kb modems, and the flavors of UNIX, and so on. Maybe these chumps don't even REALIZE that unless they improve the process of building consensus, they will forever remain outside the Holy Empire, relegated to fringe barbarians cultures, looking enviously upon the riches and glory of the Empire. From unity of purpose comes strength. They don't realize that the enemy is not each other, but what I call "the other 60" percent. Thats the 60 million households in the US without computers. Why don't they have computers? Because computers are TOO DAMN COMPLICATED. Why are they complicated? Because IDIOTS like Rockwell and USRobotics, like Rambus and Synclink, like Sun and SCO, compete in gratuitous conflict against each other, a war of corporate egos, engendering needless complexity in the industry. This bickering only queers the wicket for everybody. Intel should be out there building unity and arbitrating disputes like these before they come to a head. But they're too dumb, off chasing the 3D chip market, a market in which nobody has made money for some time. Dopes!@#$% Morons#% J.M.H.O. God bless, PX

To: Mark Oliver who wrote (2780)	3/11/1998 7:55:00 PM
From: Stitch	Read Replies (1) \| Respond to of 9256

Mark, <<Perhaps Stitch could give us an estimate of who runs the most effecient factories?>> I don't feel qualified to make this observation at all. IMO it would take a significant effort to evaluate because you would have to assess the entire food chain by company. Again, heads and media are a huge part of the equation. If I had to guess, Fujitsu and IBM look to be the best. An also mention to Maxtor. But even Maxtor is starting to show signs of strain. I don't share Pierre's enthusiasm. At the beginning of the year I said the buying opportunitys would start after Q1/98 reporting. I also said we were in for more bad news. I now think I was overly optimistic. I don't think we will see a real buying opportunity until after Q3 reports this year. IMO we will be regaled by this news/that news in the meantime to keep the shorts and day traders busy. But these stocks will lose another 20% plus before its over. There is more blood to be let IMO. I am especially bearish on the independent makers of heads and media. The overcapacity is worsening. But I note that SEG's and QNTM's worsening head problems may help the situation. The only problem is that I see IBM, TDK and Yamaha getting benefits instead of Read-Rite. I think both Read-Rite and AMC are dogs. KMAG and HMTT are in the midst of the worse over capacity segment. There is simply way too much media capacity. And its worsening with Fuji Electric, Showa Denko, Toyo Kohan, Fujitsu, and MaxMedia (Maxtor) all adding capacity. STMD doesn't rate an also mention. Guys, our buying opportunity is a ways off IMO. Best, Stitch