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To: DJBEINO who wrote (36450)	7/24/1998 4:33:00 AM
From: Skeeter Bug	Respond to of 53903

>>that is good larry. It confirms that companies are not spending on equipment and also cutting production .<< hello? it doesn't mean that. it MIGHT mean that. it might mean that the chippies are piling up more tons of inventory than they had before. mu must be near 100 tons by now. it does mean, however, that demand is still absolutely overwhelmed by supply - BY A LOT. my theme has been correct and still is intact. 120%. supply dominating demand. btw, pc sales growth is dwindling quickly. gtw reported flat revenues (the $0.02 increase was from increased interest on cash sitting idle). what if growth stays flat... cuurent overcapacity, combined with inevitable yield improvements (supply increases) could last for a very long time...