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To: DavidG who wrote (36048)	7/8/1998 9:51:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 53903

long term trend is down and will stay down. not a weather forecast. the dram market has undergone massive changes. the current situation is massive investment that must run creating over supply. this will end at some point. whether mu survives or not - and they may or may not - they will participate in an up cycle that is far less than the last one. remember, 5 years of great times has essentially been wiped out by 2 bad qs. nasty business. mu will make very few dollar averaged out over the years. the spike ups will be much more muted as well as the down spikes. the dram market will no longer be an eps growth environment of any consequence. for anybody. the more diversified the company the better the chance of survival and success. good luck. btw, nice call on those calls. i also supsected that the herd may fall for this scam. i keep thinking they will wisen up. they continually prove me wrong. ;-) short term, anyway.