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To: DavidG who wrote (42366)	1/19/1999 12:57:00 PM
From: phbolton	Respond to of 53903

When will MU's stock price be greater than that of 64MB PC-100? The differential is getting smaller: Generic 64MB SDRAM DIMM - 8x64 PC100 6ns, 7ns, 8ns - 3.3 Volt - 168Pin - Lifetime Guaranteed In Stock - Major Brand $ 78 Call 1/13/99 9:12:37 PM CDT Advanced PCBoost 800-382-6678 . Online Ordering Available CA - Major Brands 64MB - PC100 SDRAM DIMM - 8x64 - 7ns/8ns - True PC100 $ 78 low rates 1/15/99 11:22:31 AM CDT 1st Choice Memory 949-888-3810 . Online Ordering Available CA - Generic 64MB PC100 SDRAM 6ns or 7ns or 8ns PC100 8x64 For 440BX Chipset. Lifetime Warranty $ 78 Call 1/13/99 11:42:24 AM CDT BestSource International 888-237-8768 714-985-1607 Online Ordering Available CA BSI64MB

To: DavidG who wrote (42366)	1/19/1999 4:08:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

dg, i'm not sure it is marginally bad for mu. it does reinforce the global nature of dram and computers and also that they are commodities. the market has stunk and, i suspect, will continue to stink for some time. the market doesn't care. but, like in 1997, they will. just not sure when. i'd REALLY like to see an aggressive slide in asps then i would know ;-) mu will be close to breakeven this q - maybe a small 10 cent loss. their cash flow is in the tubes, though - even when profitable...