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To: Bipin Prasad who wrote (37610)	8/18/1998 3:44:00 PM
From: Sun Tzu	Respond to of 53903

What's your source? I'm not even going to get into that. Here is a simple question: what is your estimate of the current DRAM production capacity, current demand, and the demand growth? ST

To: Bipin Prasad who wrote (37610)	8/18/1998 4:02:00 PM
From: yard_man	Respond to of 53903

Prior to the last two weeks -- I heard this as a mantra on NPR, at least once every three days. Maybe it's just that seasonality thing. <g.

To: Bipin Prasad who wrote (37610)	8/18/1998 4:17:00 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 53903

InSook, I don't have a single source for the slowing PC demand. I've just seen a lot of different articles from many different sources on this. Next time I run into one of them I'll send it your way. My point is though that unless we expect the DRAM demand to double by the end of the year, why should we buy MU (I mean besides the technical picture). All those Asian DRAM makers who are facing bankruptcy will continue to sell at very low prices so that they'll go bankrupt more slowly. Seems like most people are looking at the demand side, and not considering the production capacity side. Excess production capacity is a lot harder to overcome than excess inventory. Sun Tzu PS I think all those DRAMs that I've been getting for free every month since last November, has been showing up as "one time inventory charge" on someone's balance sheet :D