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To: Skeeter Bug who wrote (46362)6/16/1999 12:02:00 PM
From: re3  Read Replies (2) | Respond to of 53903
 
can you have me paged when this hits 55 , skeets ?

tia...

ike



To: Skeeter Bug who wrote (46362)6/16/1999 2:18:00 PM
From: Zeev Hed  Read Replies (1) | Respond to of 53903
 
Skeeter, another upgrade for MU today, and now they are waving the $100/share flag within 18 months. The "insane scenario" I painted here last month is slowly unfolding. Maybe it was insane, but not insane enough when you look at the incentive both MU and the street have in seeing these bonds converted. $87 here we come? Maybe the "scenario" was cynical, but so is the street and quite a number of analysts. Just remember Vinik's pronouncements when MU was last above $80 and he was selling into his own hype.

Zeev