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To: sammaster who wrote (41662)12/24/1998 12:36:00 AM
From: Skeeter Bug  Respond to of 53903
 
sam, the component guys are making lots of product and we are finding out the resellers are not selling that quantity to the end customer. more in than out = stuffed channel. i expect the herd to figure this out in january or february.

the fact korea is upping production has been posted on this thread. some asian papers and a herb cohen (i think) column.

falling dram pricing is also indicative of this. expect it to continue.