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To: Thomas G. Busillo who wrote (42348)	1/18/1999 10:43:00 AM
From: Dave Gahm	Read Replies (1) \| Respond to of 53903

Tom, The other piece of flim-flammery that MU used to make the numbers add up was to not disclose the 18% rise in overall ASP. You will notice that Niles used a 5% gain for 16mb and 8% for 64mb. Apparently they were able to sell a lot of 16mb chips on the spot market. So the 10% decline in bits shipped, coupled with 18% better ASP is roughly revenue equivalent to a 10% increase in bits and 8% increase in ASP. Niles probably worked backwards to calculate the 16mb ASP number that fit the numbers MU gave out. Regards, Dave

To: Thomas G. Busillo who wrote (42348)	1/18/1999 1:54:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

>>If there's a 17 pt. swing between what he thinks they shipped and what they actually shipped, how does everything add up in his model?<< and we all know how the dram game is so leveraged so a 17% delta is HUGE!