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To: phbolton who wrote (39910)10/14/1998 2:44:00 PM
From: JF2155  Read Replies (1) | Respond to of 53903
 
ph--my guess there is more than a extra 100mil loss -its what MU told us. If this SDRAM tech stays around over 1 year then Korea with its low cap spending can low ball MU for at least 5 more qtrs. Don't for get Japan and others too.

JIM