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To: Carl R. who wrote (47370)	7/29/1999 11:23:00 AM
From: John Graybill	Read Replies (1) \| Respond to of 53903

Carl, a tip of the hat to you and your source for the "price rise on Aug 1" heads-up. Looks like MU is gonna do 35M over three or four days, one hell of a transfer from the strong hands to the chumps.

To: Carl R. who wrote (47370)	7/29/1999 11:53:00 AM
From: Skeeter Bug	Read Replies (2) \| Respond to of 53903

carl, your behavior is funny. first, you say we are saying different things b/c you misinterpretted my post. when i tried to clarify, you took issue again but on a different point (can't you just say we agree on the first point before going to a second point and contesting it? ;-). so, i clarified the original point. you then get hissy that i "felt like repeating myself" and go off on a third point - neglecting to mention the prior points. that is funny! it might work for the mu investor with the highest iq (high, high double digits!), but not w/ me... ;-) in any case, you don't understand supply and demand. the wafer guys don't have to increase output, all they need to do is increase their price by whatever the increased demand over supply for their wafers will support. last i knew, increasing eps was a benefit. so, once again, you go out on a limb and it breaks. doh! let's take a walk down the increased supply road. mu has done that, along with their counterparts. just as you suggest the wafer guys need to do. did they benefit? is a loss 6 out of 7 qs during the greatest bull market in history a benefit? to you, maybe ;-) voodoo economics, carl style ;-). eagerly anticipating the fourth issue you bring up in an attempt to gloss over the three points you bombed out on ;-)