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To: Dave Gahm who wrote (28471)	2/16/1998 1:54:00 PM
From: yousef hashmi	Respond to of 53903

DAVE, thanks for the factual information, it is a breath of fresh air as opposed to opinion which seems to be the consensus on this thread.

To: Dave Gahm who wrote (28471)	2/16/1998 5:59:00 PM
From: MR. PANAMA (I am a PLAYER)	Read Replies (1) \| Respond to of 53903

Dave thanks fer clearing it up...but the bears are losing their shirts on shorting this MU that any kind of disinformation they can spread they feel helps...they actually think that the 10's to 100's of millions of dollars spent on this stock EVERY DAY is due only to unskillful and momentum investors who know nothing...someday those 43 million shares will be bought to cover...but others braves will enter the slaughter...As Europe heats up in the coming quarters as the mainframe & mini conversion to micros takes place more and more demand for memory shall become evident. Once again the SEA woes have done the job of the DOJ many many times over and in a much much shorter timeframe..naysayers should consult DJBEINO's well researched posts of the past fer the actual data and links... GRIM HAS SPOKEN...True buying is coming from hedge and mutuals and the synthetic buying will follow from the shorts covering... Tomorrow I start MY SQUEEZE (ORANGES THAT IS) Thanks MR Pauling

To: Dave Gahm who wrote (28471)	2/16/1998 11:53:00 PM
From: Chas	Read Replies (1) \| Respond to of 53903

Your comment on 64M, Most of MU's output is still 64M EDO. I am not aware of any OEM's taking delivery on production 64M SDRAM from MU.Sampling at least at one place MU is asking for relaxation which violates Intel's PC100 requirement, not sure how thats going to fly. Until MU starting shipping 64M SDRAM which is the main 64M demand now, not EDO;MU could start getting back in sync with the market demand. 64M demand is increasing rapidly despite some articles I have seen saying not til parity. Yes, I agree Bears could get clobbered, I am watching very closely this week for small opportunities, not big ones. good luck. If someone has an update on Mu's 64M sync output please speak up. The last earnings conf call, it took a question from Q&A from one of the Anaylst to dig out of MU that the total 64M volume stated was only EDO.