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To: Jeff Leader who wrote (50898)3/21/2000 5:31:00 PM
From: Skeeter Bug  Read Replies (2) | Respond to of 53903
 
jeff, wait until next q when mu doesn't make any money at all (or barely any) ;-)



To: Jeff Leader who wrote (50898)3/21/2000 5:44:00 PM
From: Zeev Hed  Read Replies (1) | Respond to of 53903
 
Jeff, now we know why they needed such a big cushion, day 15 out of 15, and by now your puts should be out there. Apologies for the "overun" above $120, I just cannot hit these targets as well as HAL can.

Zeev

PS, MU down to $115 after hours...



To: Jeff Leader who wrote (50898)3/21/2000 6:02:00 PM
From: Michael Bakunin  Read Replies (1) | Respond to of 53903
 
Loved the report. My favorite parts: [Q/Q] "Semiconductor sales for the second fiscal quarter of 2000 decreased 14%...dollar value in inventory increased approximately 35%...unit shipments of the Company's PC systems decreased 15%.." and ""The Company expects to replace its current shelf registration statement with an updated shelf registration statement for up to $1 billion.." Oh, the inventory! Oh, the investment banking fees! -g-, -mb