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To: TREND1 who wrote (25488)	12/16/1997 2:03:00 AM
From: S. maltophilia	Respond to of 53903

Meanwhile, back at the ranch.... techweb.cmp.com 16-Mbit DRAM Spot Market Prices Fall To $2 By Jack Robertson Dataquest Inc. reported that 16-megabit DRAM prices crashed as low as $2.10 each on the U.S. spot market. "We couldn't believe our eyes!" said analysts at the market research firm. Dataquest said prices of 1X16-Mbit DRAMs had plunged 26% to 29% in two weeks, which it called "a fantastic drop" coming on top of a 30 percent price fall in the preceding month. EDO and fast page mode 16-Meg chips last week were selling below the levels of 4-Mbit only nine months ago, according to the American IC Exchange, Aliso Viejo, Calif. AICE said 4X4-Mbit 5-volt fast-page 16-Mbit chips were selling at $2.71 and 1X16-Mbit 5-V EDO had fallen to $2.78. Prices on 64-Mbit parts, which profit-short memory makers had hoped would rescue them from the market bloodletting, also continued a freefall. The 4X16-Mbit 3-V EDO and 16X4-Mbit 3-V EDO both sank as low as $14.69. Other 64-Mbit versions were selling in the $19 rank. Analysts believed most DRAM firms are losing a lot of money at these price levels, and ponder how long the companies can continue to sustain the red ink. The glutted global DRAM market isn't expected to ease up any time soon, casting doubts on earlier predictions that DRAM prices might rebound in 1998. The continued DRAM price crash also holds down the revenue market projections for the enitre semiconductor market, since the memory chips account for such a large portion of industry shipments. [please excuse if this has been previously posted-too many other posts to go through]

To: TREND1 who wrote (25488)	12/16/1997 4:32:00 AM
From: Lee Martin	Read Replies (1) \| Respond to of 53903

Larry and All, Can anybody comment on the likelyhood of MU selling MUEI anytime soon? With analysts expecting MU to start losing $ in the current Q it seems to me that they would want to raise cash, sell off non core assets, downsize, restructure, and refocus on their core business in an attempt to return to profitability. If they were ever seriously considering selling MUEI, IMHO now would be the time to do it before MUEI stock price falls from its current pathetic $9 to 6,5,4 ? MUEI makes great products, but has the worst management team in the industry. I believe MU dumps more than just over priced DRAM on poor ol' MUEI. If any of the big boxmakers wanting exposure to the direct channel (CPQ, IBM, HWP, NEC etc.) were to buy MUEI and install a competent management team this unit would kick some serious booty. The difference between MUEI and DELL ? QUALITY MANAGEMENT. Comments? Regards, Lee