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To: Land_Lubber who wrote (44939)	4/9/1999 12:25:00 AM
From: TREND1	Respond to of 53903

LL I think they are all true rumors (g) Larry Dudash

To: Land_Lubber who wrote (44939)	4/9/1999 2:05:00 AM
From: Stefan	Respond to of 53903

LL as to the point a. I would say street would have to be totally dumb to get excited about MU entry into graphics business. They sure know to pick highly competitive parts of semi business. Just check the charts of some of the players and there is number of private co. charts.techstocks.com Do you see pattern there.<g> b. Yes they did. They just will not tell us how they do that.<g> c. DELL will buy them so that they can have a wright off to cover their slowing growth. Rest of the points I will leave for others.

To: Land_Lubber who wrote (44939)	4/9/1999 11:30:00 AM
From: John Graybill	Respond to of 53903

I like (F) the most. More DRAM price declines. (G) is a close second, cash-flow problems ahead.

To: Land_Lubber who wrote (44939)	4/9/1999 6:42:00 PM
From: Fabeyes	Respond to of 53903

MU has discovered a way to manufacture 64Megabit DRAM (series80) in a way that only costs them $3 each Hard to do unless they found a new way of making silicon. That is almost what some wafers cost BEFORE you get to add all of the circuits to it. OK, I have got it. Don Rickles is now a trader and Robin Williams is the new PR front man. Robin you read this thread from time to time is there anything you want to say about that?

To: Land_Lubber who wrote (44939)	4/10/1999 2:38:00 AM
From: Fabeyes	Read Replies (1) \| Respond to of 53903

On May 17 the Department of Commerce is going to slap up to 70% duties on Taiwanese DRAM and Wall Street will see this as a huge positive for MU Would be short term. Most the companies making a difference now are foundry's, so they are going to impose duties on American parts. With more and more companies becoming "fabless" this could hurt the US more than anyone -- Moto for a case in point. Talked to a supplier of resist today and they are VERY worried about that happening, Wafer Tech an other Taiwanese companies would use mostly off shore vendors

To: Land_Lubber who wrote (44939)	4/10/1999 2:49:00 AM
From: Fabeyes	Respond to of 53903

f. 64Megabit DRAM pricing will continue steady decline to the point where MU is losing big bucks. If ASP's are $7.50 or lower thay are losing BIG dollars. It will be intersting to see if they have a 10%more bit count, but do not make any money or at least not anymore than last 1/4 -- stockholders will have to worder where the great "surge" is g. MU will go broke because it can't come up with enough cash to both operate and pay its debts+interest, especially with certain interest deferrals coming due in June Add it up 2 billion due and it they do not complete Rambus they will have ~ 40% of the company in control of Inte1 and TI; it might be the only time for them to sell and make some good money. Brcause after they do that will put a lot of stock on the open market

To: Land_Lubber who wrote (44939)	4/10/1999 10:06:00 AM
From: Thomas G. Busillo	Respond to of 53903

Land Lubber, (c). (c)MU is going to be the subject of a friendly takeover bid in the next day or so (no link) (sheer whackiness) X (1/(probability of outcome) Then again, you can't divide by zero can you? So scratch that. I like (b). b. MU has discovered a way to manufacture 64Megabit DRAM (series80) in a way that only costs them $3 each Sure. Change the way you allocate depreciation and voila! Then again, you'd have to be able to word it in such a way that the analysts can't figure out what it is you're doing or don't want to figure out what it is you're doing... ...but obviously for the most part this isn't a problem <g> Good trading, Tom