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To: dumbmoney who wrote (31061)	3/23/1998 3:12:00 PM
From: mike iles	Read Replies (2) \| Respond to of 53903

DJ, Let's see if I got this right ... memory prices have tanked, demand for PCs is anemic, Samsung has started making more memory at a new plant in Austin, Hyundai will shortly do the same at a new $1.3 billion plant in Oregon, the move to 64 Mbits increases memory by 4x, and what else ... Smith Barney forecasts a shortage of 64 Mbit SDRAM in July. Yeah, that makes sense. Reminds me of the children's game where you have to pick out the thing that doesn't belong ... geez I pick the yoyo analyst at Smith Barney! DJ in your role as public benefactor and fair-minded information provider you neglected (I don't know how this happens ... very strange) to give us AICE today. Could it be because 'pricing on specific 16 Meg product continues to decline ... and 64 Meg has also had a slight drop'???? ... nah, what's wrong with me.... getting too cynical in my old age. regards, Mike