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To: Craig Freeman who wrote (51456)	6/19/2000 9:23:00 AM
From: DJBEINO	Respond to of 53903

we have dan niles at lehman brothers coming out raising estimate for intel going for the for fiscal 2000 by 3 cents and fiscal 2001 by 10 cents a share. Saying that manufacturing and ramping up the what he said, starting to hum, he said been a lot of pick up in corporate demand in june. And he said that intel looking booked for the quarter at this point and that should help drive up average selling price of chips. Right now niles saying best way to play pick up in pc demand through intel or micron. tveyes.com

To: Craig Freeman who wrote (51456)	6/20/2000 9:16:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

Insightful article on semi sector in WSJ Prospects for Semis including MU looking good as " prices for benchmark chips hover near five-month highs and peak demand in the second half of the year approaches" Semiconductor Industry Association Research cited in WSJ Tech section today "Growth in Internet use and wireless communications will help to boost total industry sales this year to US$195 billion -- up 31% from 1999 -- DRAM shipments will help lead the way, with a 42% jump in world-wide sales to US$29 billion" more details read interactive.wsj.com netcognizance.com +++++++++++++++ AWSJ: Good Times Return For DRAM Chip Makers World's Memory-Chip Makers Revel As Prices Rise, Buying Season Nears