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To: Lucretius who wrote (33334)	5/14/1998 4:33:00 AM
From: Skeeter Bug	Respond to of 53903

>>By the end of 1998, non-DRAM production capacity will be in line with demand, but the supply-demand equation will remain unfavorable for DRAM makers, he said.<< supply/demand balance = price stability. this gentleman feels that there is further price erosion coming over the next 6 months in dram. or, in other words, how LOW can you go? ;-) this is bad. price erosion means more losses. everyone loves the dram leverage on the upside but they hate the same leverage on the down side. at least, they WILL ;-) somebody be sellin' at least some greater fools have seen the light ;-)