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To: yousef hashmi who wrote (45398)	4/26/1999 8:40:00 AM
From: A. A. LaFountain III	Read Replies (2) \| Respond to of 53903

Re: "49 percent of revenue growth" And I thought my 36% growth estimate was aggressive. It's interesting that Dataquest's forecast of DRAM market growth is released the same weekend that they revise their 1Q PC market growth rate up to the low 20s from the 14-15% level. It just shows how unreliable their forecasts can be. I'd be very interested in the detail behind their DRAM forecast, like ASPs for the second quarter as a start. My guess is that the 49% estimate is a survivor from the pricing at the beginning of the year and that it is likely to be ratcheted down over the next several months. However, I tend to agree with the shape of their thinking, if not every wiggle. - Tad LaFountain