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goodluck

01/17/04 1:13 PM

#194250 RE: jdaasoc #194242

However, if one looks lat last 6 months DRAM and flash trend in prices is down.

It (the price of flash) had better be down over a six month period. That is the plan, at least by SNDK. The question isn't whether prices go down or not, or even how much they go down, the question is whether advances in equipment, process technology and economies of scale allow costs to go down in concert with the price. So far, this year at least, it has.


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qwave

01/17/04 2:10 PM

#194259 RE: jdaasoc #194242

<<PS What is effect of under water employee stock options getting back in the money by quantity of hundreds of millions of shares per week as Naz rallies back to 1999-2000 levels. Options granted in late ninties didn't go away if company didn't go belly up.>>

In the case of the companies I consult for they are selling. New cars in the parking lots. Discussions about stock price that hasn't been there for a couple years now.

Hearing Bush talk about allowing part of Social Security to be put in the hands of individual for stock market brings back memories.

This seems like a replay of early 2000. Amazing.