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To: TREND1 who wrote (22668)	10/22/1997 4:27:00 PM
From: phbolton	Respond to of 53903

64 MB SDRAM ($196) is now about the same as a 64 MB EDO ($192), still about 20% differential on the 16 and 32 MB sizes. Also, the 16 MB SDRAM is now down to $50.50. see www2.d-g-s.com for the whole list. still watching for the point to reshort

To: TREND1 who wrote (22668)	10/22/1997 4:30:00 PM
From: samson	Read Replies (2) \| Respond to of 53903

Could anyone comment on the monthly trend of MU based on present situation. Thank you.

To: TREND1 who wrote (22668)	10/22/1997 4:40:00 PM
From: Peter Shaw	Respond to of 53903

Larry, Since MU is doing their business mainly in the contract market, if they have better than anticipated yields, there are chips left to sell after all contractual obligations have been met. You can sell them on the spot market, or hold 'em for the next contracts. Seems plausible to me, but I could be way off base here... Does Hal have you on the sidelines right now??? Cheers, Peter Shaw