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To: A. A. LaFountain III who wrote (45518)	5/2/1999 1:07:00 PM
From: Bill F.	Read Replies (1) \| Respond to of 53903

tad -thanks,i think that the next year will be far bloodier than most imagine.i'll be back to you with a more thoughtful but longer (G) post in the next few days .

To: A. A. LaFountain III who wrote (45518)	5/2/1999 2:52:00 PM
From: Fabeyes	Respond to of 53903

The cell phone market you talk about seems to be picking up speed, at least from the memory groups. There is more a demand, and should be, using BiComs memory applications with speed issues addressed, such as SiGe, and GAS. Have you seen the Sematech roadmap which addresses the cost factor of new machines? I will get a copy to you if not. Right now there seems to be a concentrated move to purchase newer and better equipment designed to enhance the smaller device processing. I believe this will continue through the first quarter of next year; maybe longer. Will review your post and get back to you, if I can address any issues. Please let me know if you need the "roadmap".

To: A. A. LaFountain III who wrote (45518)	5/2/1999 6:51:00 PM
From: sandstuff	Read Replies (1) \| Respond to of 53903

Yes, the "non-DRAM" silicon wafer demand and ROI will drive the DRAM supply down over time. But it won't be overnight as the wave of SDRAMs has to be eaten through...my guess is another 4 to 6 months. I can't believe how arrogant Micron's statements are over the Taiwanese dumping issue. I guess they think it's ok for them to do what they accuse others of doing..afterall, they're "Micron"...lol