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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Michael Bakunin who wrote (62402)	6/15/1999 12:19:00 PM
From: Ramsey Su	Respond to of 132070

Michael, wasn't Kurlak with ML? He made a few honest calls and was convenient "retired"? I wonder how many analysts with bearish opinions would last with these big brokerage houses. Ramsey

To: Michael Bakunin who wrote (62402)	6/15/1999 1:27:00 PM
From: zsteve	Read Replies (1) \| Respond to of 132070

Merrill's hyping forced me to buy some puts on TXN and ALTR today <g>. MER may know more than SIA does, and what is SIA's tracking record? who knows and who cares <g>.

To: Michael Bakunin who wrote (62402)	6/16/1999 5:30:00 AM
From: John Graybill	Read Replies (2) \| Respond to of 132070

Here's a decent summary of, and some quotes from, the ML tout: iionline.com As always, ML's take on MU is a howler: Another positive harbinger for the semiconductor industry is an improvement in DRAM pricing. Osha believes that the elimination of excess capacity built between 1993 and 1996 is finally allowing memory prices to firm, which bodes well for Micron Technology (NYSE: MU - Quotes, News, Boards). Osha feels that current capacity additions are being more efficiently targeted, bolstering the outlook for this ultra commodity sector. Looks like Kipp's inventory announcement caught them by surprise.