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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (3134)	10/17/1996 4:26:00 PM
From: edward miller	of 132070

Mike, Have you seen post #3561 on the "Micron Only" thread. Where does Kurlak get these numbers? Didn't he say a few months ago that the spot price under $8 didn't hurt so much because most of Micron's sales were contract sales? Some things don't add up here. When you were in Asia, did you get any updated information about DRAM fabs that would contradict Kurlak's comments. If not info, any rumors? Do you know when the first new fabs will actually be shipping product? If I remember right, you said last month that we should be expecting new product on the market by now or very soon. I have Jan and Apr MU puts, but if MU breaks above 34, I'm out - I'll wait for another day. Ed Miller

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