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To: Michael A. Gottesman who wrote (9904)	3/29/2000 9:50:00 PM
From: orkrious	Respond to of 60323

I remember something in Eli's last CC where he said they were honoring all contract pricing despite the shortage. Michael, I clearly remember the Q 33 99 CC. Eli said that they were raising prices then, but all existing contracts were going to be honored. Consequently, we wouldn't see any effect on margins until Q1 00. I remember this like it were yesterday. I expect a significant improvement in margins this Q. Jay

To: Michael A. Gottesman who wrote (9904)	3/29/2000 9:53:00 PM
From: Craig Freeman	Respond to of 60323

Michael, re "Also, isn't the SEG buyout for stock and some cash from Silver Lake? I don't think Veritas is coming up with cash so why sell the SNDK stock?" I stand corrected. I tried to change my post but it timed out. Craig