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To: DavidG who wrote (24908)	12/8/1997 10:12:00 PM
From: Skeeter Bug	Read Replies (3) \| Respond to of 53903

>>Now be nice. Its only a difference of opinion. You may be right or I may be right<< dave, it goes like this, "look, i might be right and you may be wrong..." ;-)

To: DavidG who wrote (24908)	12/9/1997 8:12:00 AM
From: mike iles	Read Replies (2) \| Respond to of 53903

Sorry DavidG, I am getting morbid ... hummm, let me check ... yes I do have a put position ... that explains it. BTW, you are getting there. Costs are going up because they're making more chips. We agree on that. Unfortunately, you then go on to say that making more chips means higher sales. I bet you Steve A. is saying, jeez I wish it was that easy. It sure was back in their salad days a couple of years ago when pricing for 4 Mbit held flat. But ASPs have gone from $6.50 in Q4 to $4.50 this past Q (OK, only my estimate) to $2.50 in the current Q ... the world has changed. regards, Mike