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To: Thomas G. Busillo who wrote (47758)	8/23/1999 10:35:00 AM
From: xstuckey	Respond to of 53903

I'd say that a legitimate shortage would trump seasonality. Are we at that point now? Tom I think we approach problems from a different direction. You want to determine if the DRAM pricing has legs in order to know how to play the stock. I look at the price of the stock (as well as that of other hardware manufacturers) to determine if the DRAM pricing has legs. That is why I pointed out that a new higher high in mu (than earlier in August) would not be at all seasonal. If the higher high happens, then I think the DRAM demand will go on for a while. I guess I'm saying I would buy mu on a breakout to a new high, but would avoid it in the meantime. Best Trading, X