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To: mike iles who wrote (31044)	3/22/1998 11:29:00 PM
From: DavidG	Read Replies (2) \| Respond to of 53903

Mike, Hey let's not get into a p*ssing contest at least until I check out which way the wind is blowing. On Feb.1 you said 'I always question your numerical analysis' and frankly Dave so do I ... I mean here am I estimating revenue of $301M and they come in with $283M. Yes, that is true but it was based on asps that you got from an article we were commenting on... which stated asps were now at $3.05. You agreed with that number and I disagreed with that number. I felt the number was around $4.00. Since that article February had very low memory prices(in the $2.25 area) and severely driving down MU ASPs which would have dropped that number well below $3.00 which is wrong. It is certainly disingenious for you to try and take credit for the accuracy of those numbers when Feb was not known...and you certainly did not know MU was going to build up such a high inventory which also causes a reduction of sales. You and Skeeter enjoy playing the shell game and going back and trying to use old information and postings to prove your points... like people will not remember...but you are fooling no one. It is a silly game and gets us nowhere. DavidG

To: mike iles who wrote (31044)	3/23/1998 11:26:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

>>You and Skeeter enjoy playing the shell game and going back and trying to use old information and postings to prove your points... like people will not remember...but you are fooling no one. It is a silly game and gets us nowhere.<< everyone, focus on what david just said. his shell is that he is trying to cover up that he was REALLY, REALLY, REALLY WRONG!!! since reality doesn't hide this fact - rather it exposes it! - he must try and delve into the minutae ala johnny cochran. johnny didn't fool me and neither does this. mike, if you were wrong then dave is wronger ;-) btw, why do you and i always over estimate mu's earnings? pretty sad for forever bears who are so "biased." ;-)