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To: Si_Detective who wrote (91804)	1/21/2000 5:31:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Glenn: just my 2 cents worth on MU. This Q is seasonal slow for DRAM(or PC in that matter). So you may have a chance to enter at lower price later in the Q. I agree with William's earlier comment on MU; Asia DRAM makers are behind in capital spending last year while MU is aggressively investing in equipment spending. So they'll be benefited from it for the next few John, Thank you lots. My research showed the same later in the day. I am not sure MU will fall much further although I do not expect a major rebound until the second half of the year. I have built my position now and will hold it. I wrote some naked puts on MU today which were April 65s for 11 1/2. I felt I would just take assignement then if MU is below 65 and my cost on thos shares would be around 54. Therefore, patience is in order now. GSPN--DSL semiconductor maker(pretty much like BRCM in cable modem chipset). METHA--fibre optics(like ETEK). Thank you. I will look into these. Glenn