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To: phbolton who wrote (45232)	4/21/1999 5:17:00 PM
From: Fabeyes	Read Replies (1) \| Respond to of 53903

... With ASPs at or below $7 .. Heard $6.75, and that was from someone at MU!!! You are right -- they should be losing almost $2.00 per part, unless the yields are in or near the 90% range, from wafer start to finish. Right

To: phbolton who wrote (45232)	4/21/1999 7:35:00 PM
From: Patrick Hennessey	Read Replies (1) \| Respond to of 53903

PH, Yousef does have a point, seems like a raid on stops, especially after the IBM earnings, he either knew something (Niles) or is just playing stupid. Bottom line here is as long as there's the possibility of the DRAM market recovering, whether it's 1999, 2000, 2001 this stock is going to continue to trade in a range of about 30 to 70. MU could lose 30 to 50 Mil. for the next 3 quarters, it's earnings are almost irrelivent, it's based on future potential. It's as simple as that!! Pat