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To: Petz who wrote (3014)12/20/1997 4:41:00 PM
From: DRBES  Read Replies (1) | Respond to of 6843
 
re: "DRBES, my guess is 1.6M K6's, net (loss) of (0.09), ASP for K6=$150."

Anything at this point is a guess. I know they are going to
extraordinary expenses to ramp 0.25 up. I would not be greatly
surprised by a positive number on an operating basis. They
have been producing with EXCELLENT yields since the
middle of November. Demand from the boxmakers is extremely
strong and they are going to the unusual measure of keeping
their production facilities on stream during the holiday break
when they normally close down for a couple of weeks.

Rumor has it that aNDY gROVE is looking over his shoulders
regularly now not just to see the competition closing in but
to check out the stench rising from his DEPENDS.

Regards,

DARBES