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To: Bipin Prasad who wrote (29249)	3/3/1998 2:19:00 PM
From: Jerry Denkera	Read Replies (2) \| Respond to of 53903

Bipin's partner--My point was MU being bullish in an extremely weak environ for them might mean some assets being sold that will be meaningful for bottom line. A sale of MUEI even at just 15.00 which would be less than 1x sales would put almost 4.00 a share in MU's coffers.Perhaps my math is incorrect but makes for at least a plausible scenario to current MU strength. Regards Jerry MUEI===sales approx 2billion 95.55mil shares x 15.00 =1,433,250,000 MU owns 64%===917,280,000 211mil share==4.35 per share Not a bad take if it happened===Then again???????????

To: Bipin Prasad who wrote (29249)	3/3/1998 6:08:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 53903

BPP, I don't trust my Korean friends, or the Japanese or anyone else when they say they are cutting back production. Last year they said the same thing and they were merely shifting from 16 Mbit chips to 64 Mbit chips. I think this may be more of the same. They HAVE to bring those dollars in. Good luck, MB