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To: Skeeter Bug who wrote (34855)6/12/1998 10:36:00 PM
From: Trey McAtee  Respond to of 53903
 
skeeter-

i tihnk i am going to have to get really reacquainted with MU. i have some puts and a short position, but not anywhere near where i want it to be if things are this bad.

i remember we figured they would lose money on the 16Mb generation, but to be honest i thought their would be enough to make it net profitable for them. i was way off the mark.

whats the current status on transition to 64Mb parts? and whats the geometry now? .35 mu?

good luck to all,
trey



To: Skeeter Bug who wrote (34855)6/18/1998 11:07:00 PM
From: Justin Step  Respond to of 53903
 
Rolling Stock

Check out HCCA, it will go from .01 to .11 with the release of news. Word is that HCCA will be releasing new sometime next week.