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To: alan who wrote (40852)	11/12/1998 6:38:00 PM
From: sandstuff	Respond to of 53903

Yup, all the DRAM suppliers see the same thing, so they all respond at the same time with increase in fab output. The question is...will there be enough demand for these additional parts that will probably hit in about 8 weeks? BTW, if you would check, many semiconductor companies have had their best booking month(s) for Sept and Oct. Better than they have had in a loong time. Let's hope it is the start of something big. It would be nice if the industry reports were right for a change.

To: alan who wrote (40852)	11/13/1998 8:22:00 AM
From: Chas	Read Replies (2) \| Respond to of 53903

The demand is so strong, that operating all month will not impact anything. Thats why they are not shutting down. Also revised reports on demand supply are pulling in the shortage in 99 by one qtr. so this makes Q1 very slightly oversupply unlike previous estimates,.This is positive for a very tight 99. Plans to raise pricing in Dec to OEM's to get closer to spot will be higher than in Nov. this will re-enforce the above to those who do not believe this. This will put pressure on PC makers, no more component price cutting.will be interesting. Good trading.