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To: E. Graphs who wrote (8475)	12/15/1997 10:23:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

E!//OT --MU// Don't know if all the bad news is priced in, but doesn't seem like the good news is. The major Japanese RAM fabs are still running .5u technology, and the Koreans can't get the capital to go to .30u. Meanwhile, MU is already running .30u and ramping up for the new .25u, 3.3 volt 64mB SDRAM... Sounds like a couple of years in which competition is mainly going to be Taiwan, with the big "dumpers" stuck in the last technological rut... biz.yahoo.com IMHO,If the bad news is in, and MU doesn't fall tomorrow, it is a buy. If the bad news is not in, and the stock falls tomorrow it becomes a screaming buy... JMHO... TSO