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To: Richard Russell who wrote (27357)	1/29/1998 11:03:00 AM
From: TREND1	Respond to of 53903

RR I gave him my name and told him that I did not want any inside info. My trading is from a TA point of view any how ! Larry Dudash

To: Richard Russell who wrote (27357)	1/29/1998 11:04:00 AM
From: Mike M2	Read Replies (1) \| Respond to of 53903

Did Larry ask him about microstamp?-g- Mike

To: Richard Russell who wrote (27357)	1/29/1998 12:35:00 PM
From: TREND1	Read Replies (2) \| Respond to of 53903

RR Here is some info from article posted here today. From dataquest One factor for the market may be the industry's ability to squeeze more production out of existing capacity. The use of 0.25-micron process technology on 8-inch wafers can boost to about 1,000 the number of 16-Mbit raw dice per wafer, compared with about 400 dice with the earlier 0.4- or 0.5-micron process. Processing costs remain roughly the same, at about $1,600 to $1,800 per wafer. RR Maybe some can do some costs based on a more stable cost to do one 8 inch waffer ! example: At .25u $1800/1000 = $1.80 At .4 .5u $1800/400 = $4.50 Larry Dudash

To: Richard Russell who wrote (27357)	1/30/1998 12:02:00 AM
From: Skeeter Bug	Respond to of 53903

richard, people are straining out nats and swallowing camels. let's make some reasonable assertions here. 1. mu will have close to $30 mil more in depr and amortiz expense per their own statements. maybe $25 mil more, maybe $27 mil more, but definitely a lot more. let's factor that into last q. let's take $25 mil (i always estimate conservatively). that takes off $0.12 from mu's last q. they would have "earned" (ha ha ha ha ha!) -$.08. that was with an asp of $4.80. well, prices collapsed since last q. now people are very excited to see the high $3.00s. so, if mu is gonna earn -$0.12 (ha ha ha ha!) this q then their gross costs must have equally collapsed. like, cut in half. in three months. not gonna happen and the notion is absurd. 50% a year, maybe, but not per q. therefore, the dog portion of mu is trouble. now, i can't speak for the 13k people losing $300 million a year making flat panel displays. that is the wild card ;-)