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To: FJB who wrote (38685)	9/19/1998 8:15:00 AM
From: Skeeter Bug	Respond to of 53903

robert, the analyst is playing a shell game. notice: 1. Worldwide DRAM revenue in 1999 is expected to jump 60% over this year. 2. So, the smaller 60% hike in 64-Mbit DRAM revenue next year still hints that average selling prices will decrease. 3. Everyone is looking at 64-Mbit devices to buoy growth-sales are expected to double next year to $14 billion. so is it 100% growth or 60% growth for 64 mb dram? can you say "cognitive dissodence?" i don't think they know what thry are saying. since 60% revenue growth is not going to happen, they may be saying 60 64 mb dram revenue growth. actually, they said both and they are confused. let the hype continue.