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To: DJBEINO who wrote (36759)	8/1/1998 5:12:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

ok, dj, this is a test. 1. why is siemens shutting down their fab when kippy boy says everything looks so great? 2. how long do you expect the fab to sit idle when prices rise significantly above the marginal cost of production (excluding overhead)? me thinks business still sucks and, that when it finally does get better, lots of capacity will be waiting to go on stream at the flip of the proverbial switch to kill any type of rebound. do you disagree and, if so, please explain why... if you dare ;-)