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To: Bipin Prasad who wrote (35720)	6/25/1998 9:12:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

insook, how much is dram down since december? 50%? of course, this was all done with new production, right? maybe. HIGHLY unlikely, insook. the reasonable conclusion is that korea has inventory and is trying to get rid of it just like mu has over 78 tons of inventory and climbing. that is, if one has the slightest inclination to be reasonable. of course, it is also reasonable. for those that have a desire to be reasonable, to infer that korea has significant amounts of dram inventory just like mu does. mu has 78 tons, insook. would you expect all of korea to have more or less than mu. reasonably, insook. is it reasonable to assume that all of korea has much more? absolutely. i don't go to korea and look at and weigh their inventory. neither does mu management. nope, instead they spout off, very stupidly, about how they believe korea is almost out of inventory. did they have any knowledge that this "belief" was true? no. they had no way of knowinbg it to be accurate. they were pimping, insook. it is irresponsible and, imho, unethical. yes, it was smart to stop building lehi. just like it would be smart to stop cutting off your fingers after you get to your pointer finger. think about what you are arguing, insook. you are arguing that mu was smart to stop spending money after dumping $100s of millions into a black hole. very weak. you are being the devil's advocate. literally, imho. good luck.