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To: DavidG who wrote (37530)	8/17/1998 2:41:00 AM
From: Skeeter Bug	Respond to of 53903

david, i see the loss being equal or greater from ops this q. why? b/c pricing plunged about 40% from last q's asp. now, that is a lot of cost cutting. so much that it is impossible to accomplish ;-) anyway, the latest dram scam has helped out mu - though i'm not sure they are above production cost even now. we are still below last q's asps even after this move, right? you see, when asps fall faster than costs i think it is reasonable to expect losses to increase, not get cut in half as you assert. in any case, the dram being held back will kill the market when unleashed again - just like the last 10 months. but, hey, play the upside bobs in the titanic ;-)