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To: Art Bechhoefer who wrote (10525)	4/20/2000 9:31:00 AM
From: Michael A. Gottesman	Read Replies (2) \| Respond to of 60323

Eli on CNBC: Great, if short appearance. Mentioned that the products are "disruptive" technology (used the buzz word at least twice). Held up the product (CF) and then plugged an MMC into an MP3 player. Said Seagate has sold off most of their shares and holds very small interest in the company (not 23% as indicated by CNBC). Said increase in capacity is where they are now concentrating. When asked about competition, mentioned 100 patents, licensing to companies such as "Intel", positive court decisions as to patents. All in all, IMHO the information got through. Job well done Eli. Good luck on the depositions if they do take place today. Mike Gottesman

To: Art Bechhoefer who wrote (10525)	4/20/2000 9:54:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

We also know that the new plant being built on a joint venture with Toshiba in Manassas, VA is coming along nicely and will be able to add to production toward the end of the year or early 2001. Art, I thought Eli said that Manassas would come on line in the second half of 2001 with 512Mbit and 1 gigabit production. The current migration to 256/D2 should be completed by or during Q3 of this year and a "shrink" to a 0.24 micron line width will triple total megabyte output in 2000 compared to 1999. May I ask that someone goes back for the last 4 quarters and summarize average revenue and EPS growth so that we can make some rough projections for 2000 EPS. I am thinking along the lines of $1.10 to $1.40 and hope that analysts will come out with some predictions based on guidance from the company. Ausdauer