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To: IceShark who wrote (25438)	12/15/1997 8:17:00 PM
From: Kumar Nathan	Read Replies (4) \| Respond to of 53903

Hi Thread: Conf. Call appears to be positive. They say they will be sequentially growing around 35% with a pricing pressure. Conf. Calls suggests that Koreans are hurting themselves way too much. On One occassion, MU Mgmt said that Koreans are not only cancelling purchase of equipment but even finding difficult to pay for the ones they bought. They said that Ruben is on their side and advocating for DRAM cause. MU Mgmt also told in the conf. calls that other Koreans and Taiwanese are begging MU to sue other companies for dumping. It suggests that MUs competetors are getting hurt terribly. MU feels that currency loss is not a major factor in DRAM cost model as most of the cosst are pegged to US $. If you listen to this conf. call with objectively, you can possibly infer positive outlook from this one. Regards Kumar