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To: PAinvestor who wrote (42123)	1/10/1999 9:56:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 53903

IBM will continue to make DRAM, and Siemans probably will as well. I note that in your list, Hyundai is conspicuous by its absence. I expect that with the Fujitsu news this stock will be north of 65 again tomorrow. As for RDRAM, I think all makers will ramp production and MU will get no special profits from early RDRAM production. I do think that it remains to be seen how many people will be willing to pay the extra 50% for RDRAM, and I have my doubts whether it will ever dominate RAM to the extent SDRAM does today. But any production of RDRAM will accelerate the time of DRAM shortage because RDRAM takes 25% more silicon than SDRAM, and therefore RDRAM is good for MU. Carl

To: PAinvestor who wrote (42123)	1/10/1999 10:01:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 53903

PA, Sorry if this has been beaten to death already, but would not MU seem to be in the drivers seat at this point with regard to RDRAM production? It would seem MU shareholders would be happy about this. Other DRAM manus have not had the funds to gear up for RDRAM and MU does due to the Intel investment. They should make a bundle off RDRAM early in the life cycle of the prodcut (where the most profits are made anyway). Is my thinking consistent with other MU shareholders? Any other comments from MU shareholders are appreciated! MileHigh