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To: Bipin Prasad who wrote (37659)	8/19/1998 8:47:00 PM
From: Trey McAtee	Respond to of 53903

insook-- great article, though i have to say this(yeah, i know it gets repetitive)demand in the PC industry hasnt gone up that much, and avg memory isnt climbing fast enough. we are, yet again, mistaking a seasonal tightening in DRAM for an upswing in the market. what needs to happen are companies like samsung abandoning the DRAM market altogether. THAT sets the stage of another 1995 for MU. on the NSM stuff...you do realize this will affect us tomorrow. analysts still havent discovered that the problem with natsemi is that no one wants their chips. good luck to all, trey