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To: Ausdauer who wrote (4487)	1/25/1999 6:05:00 PM
From: Artslaw	Respond to of 60323

Good, if not laid back, conference call. Very little negative sentiment, with lots of suggestion of future demand. Hit just about every issue discussed on this thread. Best comment was that January is doing well and, should the momentum continue, Q1 will break the seasonal trend. . .Everyone likes Q-over-Q growth! Will be introducing 128Mbit production by end of first half and obsolete it by the end of the year! Since I own TSM, I fully support outsourcing all fabrication. :) "We have a very cordiel relationship with Intel; we have very little market overlap." That's good to hear. Steve

To: Ausdauer who wrote (4487)	1/25/1999 6:23:00 PM
From: jkb	Read Replies (1) \| Respond to of 60323

aus...thanks for all your diligence on this thread. it would seem that we should trade up tomorrow based off all of the positiveness from Eli...and should trend upwards in the forseeable future. I just wonder how much of the recent run-up is built in to this report. I would hope that the long term of Eli's comments will make this one trend upwards.

To: Ausdauer who wrote (4487)	1/27/1999 2:43:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Jason, I will admit to posting the information below and not having any idea what it means. Guess we may need to retain a lawyer to help decipher this statement. To: Jason Rooks (4485 ) From: Ausdauer Monday, Jan 25 1999 5:56PM ET Reply # of 4552 Jason, Lexar depositions are over and "claims construction" will occur in the next 60 days. Ausdauer (29 1/8)