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To: DavidG who wrote (25328)	12/15/1997 2:05:00 PM
From: Jerry Denkera	Respond to of 53903

TO ALL--------------- Happy holidays to everyone.Been following the thread and just thought I would add current pricing outlook. Todays low ball 16meg pricing is coming in at 2.30 that is for 1x16 edo and 4x4 edo with fpm 1x16 same and 4x4 fpm 2.65. Brands are pretty much across the board with TXN,LGS,HYU leading the way. Sdram holding slightly above 3.00-4.00 and 64meg hovering in the 14-16.00 area.Glut of inventory across the board and next quarter appears to be bleak as well. I suspect weak numbers from MU for the quarter but more importantly I can't imagine the conference call being very positive.We may hear more about the Asia bailout and how it is affecting the MU bottom line but unless some other part of the business is going to surprise there won't be much to hang your hat on tonight. Regards Jerry

To: DavidG who wrote (25328)	12/15/1997 2:07:00 PM
From: Patrick Koehler	Read Replies (5) \| Respond to of 53903

dg- to say the least, I am so disappointed that the street is now looking for only 9 cents for MU. That really increases the odds of the report actually "beating the street", thus, looking good. Bet you five bucks that CNBC wouldn't make a quote like "9 cents, down from 33 cents last quarter", but will say "nine cents, up from 7 cents a year ago, or 22% increase." I hope that MU will truefully mention expected losses in coming quarters. Again, Dan Niles mentioned 6 cents for this report, and 10 cent loss for MU 2nd qtr ending Feb28. Kudos to him for the early call. Same for Laslo (sp?) with Paine Webber(?) calling for 4 cents. Decisions, decisions. Buy more puts now in case it gaps down in the morning, or play it conservative and wait until tomorrow in case the earnings are higher than expected. I assume that you are doing the latter. Whoa! MU now back up to 22 5/8. I guess moving up with the the tech stocks and the market. Patrick PS. You mention Soundview. Aren't they the ones that in 95 called for $10 earnings in 96 and $17 in 97?