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To: TREND1 who wrote (50974)	3/23/2000 1:17:00 PM
From: Skeeter Bug	Respond to of 53903

larry, mu makes less next q than they did this q. NO WAY mu makes more 2h than 1h. NO WAY! you heard it hear first. don't know what the nitwits will believe next so can't guess the stock price. the ONLY wildcard is if too many rmbs chips are made instead of mu's bread and butter and so supply for sdram goes down relative to demand. even so, mu makes less 2h than 1h. btw, mb supply historically grows MUCH, MUCH FASTER than mb demand.

To: TREND1 who wrote (50974)	3/23/2000 9:57:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 53903

Day 17 out of 17, it is going to be a straight flash. The next question is how much money will the street be willing to bleed in order to make, let say $50 MM in underwriting fees? Will they keep MU above $110? Right now, only a close under $129 will get this one into retrenchment mood. Luckily, I play only the bull side and do not short, I would have been dead, since I would have shorted between $110 and $120. I should have probably added to the scenario the caveat, short only after the fat lady sings, but Maria is not fat, not, I bet, can she hit the high "C" (G). Zeev