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To: Zeev Hed who wrote (48863)	10/2/1999 4:52:00 PM
From: TREND1	Read Replies (2) \| Respond to of 53903

Zeev A stock (any stock) has to keep making new highs. In MU's case, MU has to beat 85. Hal indicates that if 85 is not bettered by Oct 15, 1999, then everyone will know that this dram shortage is history. Yes ! the stock of MU has been up due to Dram going from $4 to $20, but that is history. The more important question is will spot dram prices continue to rise from $20 ??? The stock action of MU is telling Hal that the major trend is now DOWN ! Hal indicates that the test of 85 will fail. Larry Dudash PS: Hal could be wrong (g)

To: Zeev Hed who wrote (48863)	10/2/1999 7:36:00 PM
From: Glen2	Read Replies (2) \| Respond to of 53903

Contract prices for the 64M are now 9.25 to 10.00. Compaq pays the lower of those prices. Significant capacity can't come on in a 4-to-6 week time frame. We're now at the early stage of a three-year boom for semiconductors, including DRAM. With MU's incremental cost decreasing to $3.50, they'll make at least 0.62 in the current quarter. I'll bet that they'll exceed the growing consensus of $4.00 for FY00.