### Comment:
US is considering giving exemptions to certain Huawei customers. I’m thinking this will be fuel for the futures markets Monday AM but will fade to losses by end of day.

### REPLY:
I think the damage is already done if MU gets an exemption. Huawei is going to be very hesitant to reintroduce American chips into its supply chain. Micron has essentially lost Huawei's business. The question becomes whether their relationship is severed completely in one swoop by the government or if the faucet is slowly turned off by not qualifying MU chips for its new products.

### END.