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To: John Graybill who wrote (47700)	8/17/1999 12:22:00 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 53903

Nice. The official excuse for MU's little dip today appears to be a tale of softer spot pricing (per Briefing). I plan to sell a few puts at an opportune moment, as I still harbor hopes for Them to give us One Last Ramp (cf Hank V, once more unto the breach, indeed). <g> -mb

To: John Graybill who wrote (47700)	8/17/1999 1:53:00 PM
From: Thomas G. Busillo	Respond to of 53903

John, that rules! Unfortunately, Dim Wit came out with a sequel. If according to briefing.com, spot prices have given up some ground, I wonder if a certain "domestic" DRAM company just happened to have unleashed some supply into the market to take advantage of spot prices that would seem to be well above their contract prices (weren't some analysts jumping up and down over the potential of contracts being 5.50-6.00? And yet the spot in some market had been north of 7.) This is the last full month of their Q4. I also wonder what a chart would look like that overlayed MU insider 144 filings (Simplot excluded; poor guy) on top of DRAM prices. More specifically, the January 1999 round and the recent late-July round. Maybe there's nothing of interest there. But if, for example, you drew the chart and noticed that in both cases (and I guess the jury's still out on the latter) they filed within days of prices peaking, would it be fair to say that they have recently proved to be unusually good at timing short-term peaks? Or do they merely have certain set selling windows whose timing may have proved extremely fortuitous? Good trading, Tom P.S. [warning: may contain spoiler material] At the end of the Blair Witch Project, when they were in the house heading to the basement, wouldn't it be cool if instead of what happened, they actually came across a huge keg party, and Josh is the lead singer in the band and says to the other two "sorry, I had to bug out and disapear like that, but I forget my band had this gig. Hey grab a brew. Don't cost nothin'"?... ...but it's all a hallucination... ...and then what happens actually happens <g>

To: John Graybill who wrote (47700)	8/17/1999 2:48:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

John, this would be the sequel: Micron Technology Reiterated 'Strong Buy' at Banc of America Bloomberg News August 17, 1999, 10:15 a.m. PT Princeton, New Jersey, Aug. 17 (Bloomberg Data) -- Micron Technology Inc. (MU US) was reiterated ''strong buy'' by analyst Rick Whittington at Banc of America Securities. He starts coverage on the 9th w/ a strong buy. I guess this would be the first: Micron Technology Rated New 'Strong Buy' at Banc of America Bloomberg News August 9, 1999, 5:34 p.m. PT Princeton, New Jersey, Aug. 9 (Bloomberg Data) -- Micron Technology Inc. (MU US) was rated ''strong buy'' in new coverage by analyst Rick Whittington at Banc of America Securities. 67 close on 8/9 60 9/76 close yesterday. Only a 9.6% drop. Hey maybe Whittington will challenge Mona Eraiba and David Wu in heated "who can issue the most reitertions in a 30-day period" competition. Good trading, Tom