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To: eddie r gammon who wrote (44607)	3/30/1999 10:41:00 AM
From: Earlie	Read Replies (4) \| Respond to of 53903

ERG: "We've seen the bottom of the DRAM cycle,... there will be shortages before the end of (1) 1998 (2) 1999 (3) 2000." Since many analysts have been predicting this for over two years, this article you post has to be wrong. (g) To be serious, for me, the key words are "balance sheet strength" and "debt". These are the things that will determine which companies survive this price war as it turns brutal. Stock prices ignore many things, but they respond to chapter 11 procedures rather well. Best, Earlie