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To: Zeev Hed who wrote (58466)	10/22/2000 4:43:15 PM
From: The Prophet	Read Replies (2) \| Respond to of 93625

$40 billion DRAM market estimate is too light, especially if you factor in controllers and ASICs. $75 billion is more likely.

To: Zeev Hed who wrote (58466)	10/23/2000 1:37:26 PM
From: Orion	Read Replies (1) \| Respond to of 93625

Zeev, May I ask you to explain how your analysis matches with Eddelstone one, who still keep on targeting 200usd ? During the last 2 years Eddelstone has been rather accurate in his targets, remember the 100 and then the 500 usd pre split. Each time it sounded rather pessimistic to us but finally I recall that globally he was right. Then my question is, considering that probably Eddelstone has taken some hypothesis regarding the market and the 200usd certainly doesn't anticipate a perfect blue sky for the Nasdaq in the following months, aren't you excessively conservative in your projections. Or do you consider that Eddelstone could have information that could make you to revise your target. May I ask if there are any information that could modify very significantly your position Orion