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To: Thomas G. Busillo who wrote (36191)	7/13/1998 7:57:00 PM
From: johnlea	Read Replies (1) \| Respond to of 53903

hi tom, i couldn't agree more with the analysis you posted, but right now it doesn't make any difference. . . soon it will. let's hope we all catch it when it turns.

To: Thomas G. Busillo who wrote (36191)	7/14/1998 12:52:00 AM
From: Skeeter Bug	Respond to of 53903

tom, this is funny. applesauce was out in public saying that acquiring ti dram will allow them to be profitable in the near future. why is it that their hype never matches what they submit to the sec... to joe public: korea is almost out of dram. to sec: gee guys, we have no way of knowing anything about korean inventories. to joe public: we'll acquire ti's dram and be profitable soon. to sec: gee, guys, you seen our balance sheet? looks ugly. you seen our operating situation? looks ugly. you know this acquisition could hurt us badly if dram doesn't pop 200%. what a joke, i have to say that joe public and joe mutual fund manager have very little ability to think rationally. these guys and gals are dumb!

To: Thomas G. Busillo who wrote (36191)	7/14/1998 1:02:00 AM
From: Skeeter Bug	Respond to of 53903

>>The Company will account for the pending acquisition as a purchase, which could result in a write-off related to in-process research and development at the time of closing of the acquisition and the creation of intangible assets that could result in significant future amortization expense<< looks like the inventory write down will be lumped in with the kitchen sink write down. how do you make $1.00 per a6 mb dram chip in net profit? write it down to $0.00 before selling it ;-)