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To: DavidG who wrote (44230)	3/24/1999 8:17:00 PM
From: Fabeyes	Respond to of 53903

>>>>>>>I am SURE the bears will have an explanation or two as to why there is a profit instead of a loss.:-) >>>>>>>>>> I really did expect a profit for this 1/4. Now the question is with the yields not getting too much better and ASPs slipping, more parts on the market and a weak PC forum, what will they do in this 1/4. After all Samsung and Hyundai are making money too why would you not expect MU too. I do fine it interesting that SA talked about finishing the .21um process and starting to add MU's technology to the Old TI fab's , but did not support Kip's vision of what was going on. NO MENTION ON .18um -- if it was 15% of their line you think he would remember to mention that.