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To: Skeeter Bug who wrote (36481)7/24/1998 7:58:00 PM
From: Teri Skogerboe  Read Replies (4) | Respond to of 53903
 
Skeets and Ed,

Thanks a bunch for your comments. I knew this was the case, but had to get it triple checked.... why is a long story, someone tortures me routinely on the AMAT thread over this stupid "issue".

Anyway, I can't believe Lehman puts out a report that says they think DRAM supply/demand will come within 4-9% of being in balance in '99. That is insane, IMO. (yes, I was holding back before)...

Good luck to you as well,
Teri

PS. Hey and even more insane is the fact that there are people who buy that BS.



To: Skeeter Bug who wrote (36481)7/26/1998 6:26:00 PM
From: Knighty Tin  Respond to of 53903
 
Skeets, It is also the reason why capacity is not being shut down permanently and what analysts believe is less capacity is mostly a huge mountain of inventory being built up.

MB