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To: Steve Robinett who wrote (50499)2/13/2000 3:32:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 53903
 
Also, this is the
slowest quarter of the year for dram and people anticipate that prices will rise later in the
year due to capacity shortage. My point with the chart is that, if this price erosion continues, I
suspect MU will miss it's numbers this quarter but do fine later in the year.


Steve,

You are almost verbatim with the Merril analyst.