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To: VLAD who wrote (36860)8/4/1998 12:25:00 AM
From: Skeeter Bug  Respond to of 53903
 
vlad, what larry says is that dram is cyclical. what he doesn't say is that the last down cycles wiped out every american mftr save one, mu, and that this is the worst down turn anybody can remember - and it is just starting! he then says the cycle will turn - true - but doesn't say that the futures of many companies are in doubt before it turns - mu is one of them.