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To: Bob Howarth who wrote (50454)	1/30/2000 11:40:00 PM
From: Glen2	Respond to of 53903

Dan Niles' most recent report was issued December 23, immediately after MU's Q1FY00 earnings release. In it he said he thought that Win2000 would act as a catalyst for DRAM demand, driving memory per PC from 72MB today to 128MB with Win2000; an acceleration of new purchases as a result of Y2K in 1H:00. He raised EPS for FY00 from $5.05 to $5.25; forecast EPS for FY01 at $7.00. He further forecast the stock in the near-term to churn between $70 and $80. By early February he thought the stock could break into new highs driven by Win2000 demand. He's issued nothing since. Good trading, Glen