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To: Carl R. who wrote (38682)	9/19/1998 1:26:00 AM
From: FJB	Read Replies (2) \| Respond to of 53903

This is a very peculiar article: Here's another surprise: Worldwide DRAM revenue in 1999 is expected to jump 60% over this year, to $25.5 billion. edtn.com It contradicts all of the previous data I've come across. I feel out of the loop, or something. The DRAM market is still very sick, right? Firm prices for 3+ months, but that can't be the bottom? I disagree with IDC seriously, but how can they be off by 60%? The revenue growth number looks way too aggressive. Any comments appreciated, Bob