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To: SKIP PAUL who wrote (38914)	9/23/1998 11:05:00 AM
From: Skeeter Bug	Respond to of 53903

skip, nothing unusual here. there is always contract and spot business. this is just contract.

To: SKIP PAUL who wrote (38914)	9/23/1998 11:48:00 AM
From: Trey McAtee	Respond to of 53903

skip-- you cant make that determination without knowledge of the contract. that is speculation. let me assure you of one thing...dell does what is best for dell. in this case, i wouldnt be too pleased with MU. DELL can afford to buy samsungs austin semi op if they want. good luck to all, trey

To: SKIP PAUL who wrote (38914)	9/23/1998 1:58:00 PM
From: phbolton	Respond to of 53903

SP wrote "DELL has entered into a long term contrat with MU" this is nonsense. "long term" DRAM contracts are 2-3 weeks. Your post is also self contradictory. If prices were to rise then having a "long term" contract would be bad for MU not good since they would then be committed to selling below (the very low) market price.