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To: Thomas G. Busillo who wrote (47793)	8/24/1999 4:19:00 PM
From: SeaViewer	Respond to of 53903

This so called analyst is crazy. Issued 9 reports in two months. The reports on 7/13 and 7/14 had totally different view point.

To: Thomas G. Busillo who wrote (47793)	8/24/1999 4:33:00 PM
From: DavidG	Read Replies (2) \| Respond to of 53903

C'mon Tom, You know as well as everyone else that the 4Q99 period ends in August and that the reports mostly talk about DRAM shortages occurring during the fall of this year which is 1Q00. Dram prices have been all over the place during the summer months and probably in his mind average out to what he originally expected. But who knows since I would be the last to defend any of these sleazy analysts.:-) Anyway I am also wondering where this trading sardine will stall...thinking about Shorts and PUTs right about here. I can't imagine 70's right here without at least a $.50 profit for 1Q00 which I don't see happening. Good Luck Trading DavidG

To: Thomas G. Busillo who wrote (47793)	8/24/1999 6:49:00 PM
From: S. M. SAIFEE	Respond to of 53903

Tom, It is simple, supply and demand...price goes up volume come down..also later Koreans move in putting pressure on price. Thus in sum earning do not change much. So MU will b back to 30's.