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To: REH who wrote (14942)	2/9/1999 8:54:00 AM
From: Alan Hume	Respond to of 93625

Reh, thanks for the info. Do you happen to know when this MS report was issued? The author raises a very valid point at the end " While we believe that our current earnings estimates remain achievable, they (Intel) will likely be at risk if another slip in the schedule occurs, since we do not believe Intel and leading PC OEMs will attemt to introduce a hot new technology like PC-based DRAMs for the first time during the critical holliday season selling period." But having said that, an end of June introduction date is probably about the latest date to allow production to ramp, and get enough material in the channel by October Alan