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To: Carl R. who wrote (49151)	10/11/1999 11:49:00 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 53903

Carl, my model shows net before taxes of $553 MM for this quarter if they have an ASP of $9.5. Since they have more than that in carry forward taxes, I come to $2.07/share. My model shows improvement in MUEI because of the recent Rambus problem at competitors, but not much. That should play well with the "scenario". However, by the time the earnings are released late in December, prices might already be declining and thus the stock should be over its peak, IMHO. Maybe the peak will be a double top with the January effect, providing HAL does not discover a continuation in the long term down trend (g). $9.5 ASP is my absolute best case scenario. I have something more like $8 as average over the whole quarter, which cuts the earnings to $1.15/share (pretax). Zeev

To: Carl R. who wrote (49151)	10/11/1999 2:02:00 PM
From: Fabeyes	Read Replies (1) \| Respond to of 53903

....cost is down around $4 The true unknown question.

To: Carl R. who wrote (49151)	10/11/1999 2:39:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 53903

>>Based on the small loss last quarter with ASP's around $5<< carl, where did you hear asps were $5 last q?