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To: Skeeter Bug who wrote (28115)	2/10/1998 6:33:00 PM
From: Ed Beers	Read Replies (1) \| Respond to of 53903

Skeeter, I and others here have done a much better job of predicting earnings than the analyst community. Armed with these predictions I have managed a substantial negative return. MU stock prices do not, to me, reflect their short and long term prospects in any rational way. Given the following scenario at the next conference call, where do you expect the stock price to go? 1) MU reports that 16 MBit ASP was around $3.50. 2) MU reports a loss of between $0.25 and $0.50 for the quarter 3) MU indicates that the next quarter is uncertain but that they are optimistic due to the SEA problems. 4) MU indicates that demand is strong and that they hope the SEA problems will allow demand to catch up to supply later in the year. 5) MU indicates that the US Congress was receptive when told they should force the Korean government to let Samsung, LG Semicon, and Hundai go bankrupt. 5) MU indicates that the test and assembly bottle neck has been fixed. Ed