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To: Joseph Beltran who wrote (6112)	7/1/1998 12:29:00 AM
From: Gottfried	Respond to of 10921

JB and all, from Financial Times today, July 1.... US Fed warns on bank loans By Gerard Baker in Washington US banks were warned yesterday by the Federal Reserve to tighten controls on lending, following a study by the central bank that showed significant slippage in the standards applied to loans in the last two years. free registration ft.com Not again! GM

To: Joseph Beltran who wrote (6112)	7/1/1998 10:06:00 AM
From: Kirk Winkler	Read Replies (1) \| Respond to of 10921

Just a note on the Korean producers and their competition...I don't think they have to worry too much about U.S. competitors, they should worry particularly about the Taiwanese, who are continuing to ramp up DRAM production as I write, with the distinct goal of gaining significant market share from the Koreans (the ol' 'kick them while they're down' idea. I wouldn't feel real sorry for the Koreans, however, this is the very same tactic used by the Koreans years ago to corner a big chunk of the DRAM market.