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To: Skeeter Bug who wrote (24165)	11/16/1997 4:13:00 PM
From: MR. PANAMA (I am a PLAYER)	Read Replies (1) \| Respond to of 53903

Skeeter...i came into contact many of your relatives...did not even have half a second to talk as they were squashed against my window...some were still twitching when I landed and they all say you are the richest bug in the world now with that 500 per centum... On a serious note what else are you buying puts on ...or better yet what are you thinking of in the week ahead...TIA.. GRIM is... Long term BULLISH Inter term BULLISH Short Term BULLISH ... ... INTRADAY BEARISH esp if mkt up over 50 points...

To: Skeeter Bug who wrote (24165)	11/16/1997 10:30:00 PM
From: mike iles	Read Replies (1) \| Respond to of 53903

Skeeter, you hit the nail, or I should say the nile, on the head. In his report he figures the ASP for 16 EDO Mbit will be $4.85 this quarter (he's high but what the heck), down 25% from last quarter's $6.50 ... and forecasts that ASPs will decline (sequentially) 4% in Q2, 5% in Q3 and 5% in Q4 ... on the face of it this doesn't look too bad, maybe a little conservative ... but let's look at the actual numbers ... he's forecasting ASPs for the next 3 quarters of $4.65, $4.42, and $4.20 .... ahem, current Achilles quotes are $2.90-$3.46 for this part. Does anyone know what the AICE prices represent? ... manufacturer's selling price, wholesale price, what? regards, Mike