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To: DJBEINO who wrote (27443)	1/30/1998 12:13:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

Today's Commentary: 01/30/98 (aic) RE-OPENING OF ASIAN MARKETS ON MONDAY, (FOLLOWING THE CHINESE NEW YEAR HOLIDAY) SHOULD DETERMINE RATHER QUICLY WHETHER OR NOT PRICING ON RECENTLY VOLATILE DEVICES (IE: 16 MEG, FPM, EDO, ETC.) HAS REALLY STABILIZED AT IT'S CURRENT RANGE. OEM ACTIVITY ON 64 MEG DEVICES SUGGEST THAT EVEN THE HIGHEST PRICED MANUFACTURER DEVICES (IE: SAMSUNG 8MX8) MAY BE REDUCING PRICES CLOSER IN LINE WITH OTHER MANUFACTURERS. CPU TRADING HAS RESUMED A NORMAL LEVEL OF ACTIVITY ON THE OPEN MARKET IN LINE WITH INTEL'S NEW PRICING MODEL.

To: DJBEINO who wrote (27443)	1/30/1998 1:29:00 PM
From: Kathleen capps	Respond to of 53903

Thanks for the article. I personally think Appleton is doing some CYA in case of the worst -- and at the same time getting analysts to paint a bright future in order to drive the stock prices up. What gamesmanship! Kathleen

To: DJBEINO who wrote (27443)	1/30/1998 2:25:00 PM
From: Richard Russell	Read Replies (4) \| Respond to of 53903

To All, Does anyone have an opinion as to the approval of the IMF funds for Asia? Rubin and Greenspan are definite strong advocates for the placement of the 18B. I wonder if appleton told the analyst at the Monkey Sec. tech show that mu has going down if Korea recovers with the help of IMF $. The koreans have already restructured some of their debt, with the the chances that IMF approval will happen being quite good I would think that a long position in mu at this time would be extremely risky. Mu has basically admitted to what dire straits they are in. In the mean time the stock price goes up. I think that Kerrys thought on GS agenda here is valid. This stock price is being held up and pushed up by other then nature market forces it seems. RR