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To: Barry A. Watzman who wrote (42340)	12/15/1997 11:33:00 PM
From: Jim Lamb	Read Replies (2) \| Respond to of 186894

M.U. missed their #. I'm sure you have already discussed this, but just in case you haven't , here it is,Comment's ??Monday December 15, 7:23 pm Eastern Time Micron Technology reports lower profits BOISE, Idaho, Dec 15 (Reuters) - Micron Technology Inc. [NYSE:MU - news] reported weaker-than-expected earnings for the latest quarter Monday as sharply lower memory chip prices cut profits, and said prices were likely to remain under pressure. Separately, Micron Electronics Inc. [Nasdaq:MUEI - news], a direct seller of personal computers that is 60 percent-owned by Micron Technology, also reported a sharp drop in profits on lower-than-expected sales. Micron Technology of Boise, Idaho, which makes memory chips, said earnings for the fiscal first quarter ended Nov. 27 fell to $10 million, or 4 cents a share, from $21 million, or 10 cents a share. Wall Street analysts had expected earnings of 9 cents a share, according to First Call. Sales rose to $955 million from $728 million. Micron Technology said the average selling price for computer memory chips dropped about 25 percent compared with the fourth quarter of 1997, following a 75 percent drop in average selling prices for fiscal 1997. The company said pricing for semiconductor memory products remained under pressure. Micron said that its gross profit margins on semiconductor products declined to 32 percent of revenues in the first quarter, from 44 percent in the fourth quarter of fiscal 1997. At the same time direct PC seller Micron Electronics said its fiscal first quarter earnings fell to $1.1 million, or 1 cent a share, on sales of $558.9 million. That compared with $24.8 million, or 27 cents a share, on sales of $421 million for the first quarter of fiscal 1997. Analysts had expected per share earnings of 6 cents per share, according to First Call. Micron Technology owns 60 percent of Nampa, Idaho-based Micron Electronics, which is a direct supplier of personal computers. ''Sales in the first quarter of fiscal 1998 did not meet our expectations,'' Micron Technology Chairman Joseph Daltoso said in a statement. He said lower sales ''resulted in higher levels of PC inventories during the quarter.'' Jim --------------------------------------------------------------------------------

To: Barry A. Watzman who wrote (42340)	12/16/1997 1:29:00 AM
From: Jules V	Read Replies (1) \| Respond to of 186894

PII300 for $1999 news.com Is this a margin squeezer? This past July, the 300-MHz Pentium II was selling for $1,900 in volume through wholesale, nearly the price of the entire system offered by Computer City. Some price cuts, including some of Intel's price actions, have occurred as a deliberate attempt to preserve market share, but some discounting has been a way to get rid of excess inventory. Memory manufacturers all year have been saddled with large inventories, despite high demand for their parts. High inventories likewise have driven the price of hard drives to $99. Some analysts believe that Pentium II price cuts have occurred because of lower-than-expected demand for the new chip--though Intel maintains otherwise.

To: Barry A. Watzman who wrote (42340)	12/16/1997 10:39:00 AM
From: derek cao	Read Replies (3) \| Respond to of 186894

Re: Compaq was threatened, in writing, with being cut off from being able to license Win95 AT ALL, simply because they wanted to install Netscape on their computers (regardless of whether it was in additon to or instead of IE). Barry, I guess that is where my misunderstanding come from. I thought that compaq planed to REPLACE the "internet explore" icon on the desktop with netscape's navigator icon. I can not find the original letter. If you can provide the details, please post the link here. Until then, I believe my interpretation is right. It will be stupid for microsoft to prohibit other companies' software installation. If I were microsoft, I would oppose any of my component be REPLACED(not in addition) at the point of SALE simplely because you must sale my product as is. It is up to the customer to decide when and what to be removed and it is LEGAL just like you removed your passenger side airbag yourself. regards derek

To: Barry A. Watzman who wrote (42340)	12/16/1997 10:46:00 AM
From: steve h	Read Replies (1) \| Respond to of 186894

Barry, OTOTOT Re:>>By the way, my front passenger side airbag IS uninstalled (for the benefit of my two small sons and my short wife), and it is legal, since I did it myself (it would not be legal if a dealer or anyone else did it, however). It's unbelievably easy to do, less than 30 seconds and does not even require a screwdriver (just unplug a a very accessible connector), almost like they wanted to make it easy. << My mother in-law is short and is a steering wheel hugger. She would like to disable the driver side airbag from her car. As you know, the dealer won't do it. She owns a 95 cougar. Where did you get the info to disable the driver side airbag and what kind of car was it? TIA steve h