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To: Tim McCormick who wrote (48946)	10/4/1999 6:21:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

Tim, also somewhat interesting that they chose to go with the overall ASP rather than the 64Mb ASP. The gross margin for semiconductor operations remained relatively flat at 23% in the fourth fiscal quarter. Average selling prices per megabit declined 23% in the fourth fiscal quarter as compared to the third fiscal quarter Funny, but wasn't it last quarter's conference call when Dan Scovel from Fahnstock asked for the overall ASP % change (as the 3Q99 earnings PR only made reference to the 64Mb SDRAM) and was told that they didn't give that out? An answer everyone knew was a total crock of sh*t since the overall ASP % change has appeared in numerous SEC filings and later appeared in the subsequent 3Q99 10-Q. The Street analysts will give them a free pass as usual. Go Fred Hickey! <g> Good trading, Tom