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To: Barry A. Watzman who wrote (58106)	10/19/2000 8:38:41 PM
From: Dan3	Respond to of 93625

Re: Dan3, you have it wrong. And I believe you are mistaken, that's what makes a market. Soon enough, we'll know. Dan PS - When Infineon, Hyundai and Micron all lose their patent cases in Germany OR settle, which will happen very shortly (December or January for Infineon, Feb/March for MU and Hyundai), the whole memory industry will sign. As long as you take that approach, you are at risk. You should be thinking if, not when. You can assign a very high probability to a questionable outcome if you like, but if you treat judgements like this as certainties, sooner or later you will lose a lot of money.