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To: patrick tang who wrote (15058)	9/16/1998 8:51:00 PM
From: shane forbes	Respond to of 25814

Patrick: I think it is the weak demand thing. I do not know why "some" people were expecting something +ve from MEMC - it was pretty much a given that with the foundries hurting the price of 8" wafers had to plummet. DPMI is relatively independent of fabs being built. I think what they are saying is that design demand has slacked off and more importantly (for them) prices suck - so here's one in favor of the folks who think the world is going to end in a global recession thing. things are still confusing... Shane.