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To: mike iles who wrote (33561)5/16/1998 6:10:00 PM
From: Knighty Tin  Respond to of 53903
 
Mike, I think Chernobyl was an inventory correction, too. <G>

MB



To: mike iles who wrote (33561)5/16/1998 10:15:00 PM
From: Skeeter Bug  Respond to of 53903
 
a four to six year inventory correction ;-) mu is toast and i think mu management is unable to mislead people anymore with their dram demand being strong and the koreans are "probably" out of inventory quips.

i'm actually surprised that the gulli-bulls fell for that crap for so long. i REALLY overestimated them.


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