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To: Barry Grossman who wrote (12565)1/7/1999 1:55:00 PM
From: Dave B  Read Replies (3) | Respond to of 93625
 
Joe Kernan (CNBC) just reported that the move in Micron in the last couple of days is due to the fact that one of the large Korean DRAM manufacturers has stopped accepting orders for 64M chips because it can't meet current orders.

Dave B



To: Barry Grossman who wrote (12565)1/7/1999 8:09:00 PM
From: blake_paterson  Respond to of 93625
 
Barry: Thanks, just a (big) touch of lumbago, or so I keep telling myself. 24 inches snow, more on the way this w/e, daily highs of 10-20F. I'm draining my wine cellar awfully quickly, so this had better pass soon <ggg>.

Regarding the deferred rev, that was my impression also, but the 10K seemed to say that only $3.6mm of the $28mm was a result of this. Maybe I'm just snow blind.

BP


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