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To: Tony D. who wrote (12414)	5/15/1998 2:12:00 PM
From: Duane L. Olson	Respond to of 25814

Tony... Right you are! And now I remember reading that in the wee hours last night.. thanks for reminding me. And thanks VERY much for passing on that piece of info in the first place. MOST encouraging for those concerned that the SE Asian companies, in desperation about losing any profits in a glutted DRAM market might try to move upscale to salvage something out of their over-invested positions.. Do you expect there just might end up some BLOOD on the fab streets over there? TSO