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To: molemania who wrote (10061)	11/18/1997 10:46:00 PM
From: Shakush	Respond to of 25960

11/18 Option Activity IMO, signs still point to a Friday close of 17.50 to 20.00. Assuming pros sold it, 378K short interest in Nov20 to Nov30 strikes. Largest Open Interest change resulting from yesterday's trade was an increase of 142 contracts in the Nov25. Tables: OI Put / Call Ratio Date Close Nov17.5 Nov20 Nov22.5 Nov25 Nov 27.5 Feb27.5 7-Nov 21.75 6.0 0.37 0.34 0.42 0.71 0.46 10-Nov 20.69 6.0 0.31 0.33 0.40 0.71 0.48 11-Nov 19.69 4.57 0.31 0.32 0.40 0.71 0.50 12-Nov 17.88 4.40 0.31 0.33 0.40 0.43 2.15 13-Nov 18.75 4.58 0.28 0.31 0.38 0.43 2.11 14-Nov 20.75 3.26 0.27 0.31 0.38 0.43 1.30 15-Nov 22.38 3.34 0.24 0.31 0.38 0.42 1.30 16-Nov 20.69 3.26 0.25 0.30 0.36 0.42 1.30 Nov17.5P Vol OI Chg 11-Nov 19.69 34 174 12-Nov 17.88 142 176 2 13-Nov 18.75 68 284 108 14-Nov 20.75 14 284 0 15-Nov 22.38 0 284 0 16-Nov 20.69 0 284 0 17-Nov 0 Nov20C Vol OI Chg 11-Nov 19.69 43 1593 12-Nov 17.88 143 1613 20 13-Nov 18.75 71 1655 42 14-Nov 20.75 335 1688 33 15-Nov 22.38 78 1882 194 16-Nov 20.69 86 1868 -14 17-Nov ? 187K short interest Nov22.5C Vol OI Chg 11-Nov 19.69 83 1985 12-Nov 17.88 118 1988 3 13-Nov 18.75 25 1997 9 14-Nov 20.75 90 1972 -25 15-Nov 22.38 115 1963 -9 16-Nov 20.69 120 1982 19 17-Nov ? 198K short interest, confident Nov25C Vol OI Chg 11-Nov 19.69 90 3646 12-Nov 17.88 52 3650 4 13-Nov 18.75 0 3614 -36 14-Nov 20.75 8 3614 0 15-Nov 22.38 189 3612 -2 16-Nov 20.69 74 3754 142 17-Nov ? 375K short interest, still selling Nov27.5P Vol OI Chg 11-Nov 19.69 809 1613 12-Nov 17.88 0 983 -630 13-Nov 18.75 21 983 0 14-Nov 20.75 9 962 -21 15-Nov 22.38 5 954 -8 16-Nov 20.69 16 951 -3 17-Nov ? someone hooked on for 95K here

To: molemania who wrote (10061)	11/18/1997 10:52:00 PM
From: Don Edgerton	Respond to of 25960

Some q's. Is .25 or better required for 256MB dram? If so, then all will have to have that capability to compete since the price per MB should be significantly less than with 16Mb dram. Next q? With new machines comingg out with 32 to 64 MB dram or SRAM, will manuafacturers want to install 8 x the memory (say 8 X 32 mb now common. Say it is costing $3.50 MB now or $132 per average PC. Say 256MB is $2.00 per MB. That is $512 per machine. A lot extra to pay in the days of $1000 machines. Once capital costs are out of the way I assume that the cost of manufacture of a 256MB SIMM is about the same a a 16 MB SIMM. If that is the case, the new machines will allow return to profitability for those who invest in the new technology - assuming the market will buy enough 256MB machines. Fantasizing for a moment - a 300 mhz P-II, 256 MB on board memory and a cable modem connection for about $3K. Wham bam - damn fast internet access and every other activity. Also probably much cheaper flash meory and super powerful hand hleds and digital cameras...