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To: Skeeter Bug who wrote (34027)	5/29/1998 7:18:00 PM
From: mike iles	Read Replies (3) \| Respond to of 53903

Skeeter, I haven't seen anybody's report but Dan Niles and reading that there is no doubt whatsoever that the Boise slime is providing advance guidance. Now if they did that on a confercall for the investment community that's OK ... everybody would know the next day. But I haven't seen any press releases or newspaper reports. Heck they didn't even announce the icing of the Lehi test capacity which was a big deal earlier. They did announce an ISP conference in Boise ... ye gods Batman!!!!!! IMO these guys know their behaviour opens them up to legal action later but they don't care. Survival is the name of the game. Again IMO they're betting on a turn in the DRAM market, hence all the inventory. This is only going to make the debacle worse. 'Hey, it's only an inventory correction' regards Mike