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To: PAinvestor who wrote (43865)	3/16/1999 8:14:00 AM
From: Robert	Read Replies (1) \| Respond to of 53903

PA -- I think we are all very tired of this exchange between the two of you, but the simple fact is that you never came out and denied that you are affiliated with MU in any way after being asked directly several times by different posters here. Why not simply do so? Also, while Skeeter has been gloating a bit much there is truly no way to deny that (i) DRAM prices are dropping again and (ii) the Koreans are ramping up production. If you dispute these facts, you are misinformed. -- Robert

To: PAinvestor who wrote (43865)	3/16/1999 10:47:00 AM
From: Skeeter Bug	Respond to of 53903

pain, you keep insulting and you continue to be wrong. seen amat lately? seen nvls? both were at all time highs b/c the business was so bad, right, el geniuso? NOT! their orders are MASSIVELY ramping as dram mfrs order equipment for the coming boom. of course, their behavior ensures it isn't happening. since you don't know, i will begin to post articles as see them. my news service will be free to you. i believe in charity. oh, and 64 mb dram falling from over $90 to the high mid $60s means... dram demand is smothering supply? hello!!!! falling prices faster than costs where mu is barely breakeven IS NOT a long term plan for success. reality will guide your emotions soon enough.

To: PAinvestor who wrote (43865)	3/16/1999 3:04:00 PM
From: Skeeter Bug	Respond to of 53903

>>Story Filed: Sunday, March 14, 1999 08:58 PM EST TOKYO, Mar 15, 1999 (Asia Pulse via COMTEX) -- Orders for semiconductor manufacturing equipment in Japan, including those for imports, grew 11.1% in January, marking the first year-on-year expansion in 13 months, according to figures compiled by the Semiconductor Equipment Association of Japan. Orders had plunged 35.9% in December. Imports grew sharply, but sales of domestically made equipment continued to decline, the trade group said. Orders for Japanese-made equipment, including exports, dropped 20.9% to 47.6 billion yen, the 14th straight month of year-on-year declines. The margin of decrease had, however, narrowed from the 40.0% fall in December.<<