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To: RetiredNow who wrote (4655)6/17/1998 9:32:00 PM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
I think we might see a move up to $43 0r so before earnings, assuming they do not warn. I have thought about their forward look and am really not sure how it will sound. The optimist in me wants to believe that they will say that implementation and go to market strategy is in place and the next few qtrs should look better. But the other side of me thinks that with the delay of Merced and the glut in DRAM pricing, the situation is still uncertain, if they say this, back down to $36 or so. Only time will tell though! Any thoughts?

MileHigh