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To: DavidG who wrote (25442)	12/15/1997 9:00:00 PM
From: Kumar Nathan	Read Replies (1) \| Respond to of 53903

DavidG: They said they are ramping up 64MB. Lots of orders for 64MB from OEMS. Next two quarters will be dominated by 64MB. That is the inference you will get out of the conf.call. They also said that Koreans were low on inventories and will be hurt within this quarter. Therefore, MU will get market share from Koreans back. Secondly they did not give any specific projection on demand. But said that the demand is very good and is in line with their expected forecast. This is a positive news. They also said that their Cost of goods Sold is declining which will result good gross margin. SDRAM implementation was little bit slow for the previous quarter. But hasnt lost their business to competetion. IMO this conf. call is straight forward and upbeat. If we want to put negative spin to it we can . But I dont think it is appropriate. Regards Kumar