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To: MileHigh who wrote (12368)	1/5/1999 2:51:00 PM
From: Don Green	Respond to of 93625

>Are you still in? Yes but was only due to tax considerations.. Paid Way to much to the Clinton relief fund. Bought some more at 96, but will be selling on next breakout... Regards Don

To: MileHigh who wrote (12368)	1/6/1999 2:42:00 AM
From: Alan Hume	Read Replies (1) \| Respond to of 93625

HI Mile, " over time, it should track the DRAM market after we have fully ramped. " I doubt it. By 2001 when RDRAM will have a 60% market share, the glitz will be gone for the manufacturers, they will be back to cutting each others and bleeding to death again. In the mean time Geof Tate will be working overtime stacking up the revenues By 2001 manufacturers will be (or near) 0,13 micron process which will be another 52% more chips per wafer. This will surely guarantee a blood bath Alan