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Politics : Ask Michael Burke

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To: molemania who wrote (210)	8/1/1996 11:32:00 AM
From: Knighty Tin	of 132070

Dave, This is a good little company in a crowded field. With a pc price war going on, Micrion is not going to see decent margins for a long time. It definitely got overvalued after the last eps report and, what was funny, took Micron up with it because the bulls were so desperate for good news on MU that they bought what they thought was a misspelling. If you have lots of patience, this one may make a good value stock right now. But don't look for a turnaround for a year or 2 at best. MB

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