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To: mike iles who wrote (24875)	12/8/1997 4:51:00 PM
From: Trey McAtee	Respond to of 53903

mike-- very true. people who are thinking about costs declining at the same rate, every q, are delusional. it should be thought of as an asymptotic line. as you approach baseline, the curve stretches to infinity. in other words, you get to a point at which the gains just stop. that is where we are now. in the near future, they should have their new equip up and running. then they will reduce again, but until then.... good luck to all, trey

To: mike iles who wrote (24875)	12/8/1997 5:17:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

mike, your cosat analysis is right - and i'm glad i'm not the only one who david frustrates like crazy ;-) what is your bet for qtrly asp? i think we could be below $4.50 for edo - the bulk of mu's biz - and below $5.00 overall. quite a hit. unless you're into s&m stocks. ;-) btw, i love this talk about mu being "oversold" right before it collapses. when it collapses, though, it will be "well, it was oversold for x number of minutes." yeah, right ;-) anyway, who said mu would be close to $50 by jan? did they miss a decimal point and mean $5.0? of course that's what they'll say. we just didn't understand... ;-)