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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: cardcounter who wrote (81194)	5/26/2000 5:15:00 PM
From: Earlie	Respond to of 132070

CC (Rider?) (g) There are several decent web sites where memory prices are posted, including the RAM Price Index. I am fortunate in having pals who deal in memory chips who provide me with very up-to-date info on an as needed basis. I pay attention primarily to the "standardized" memory chip prices (64 and 128 Mbit) as well as the spreads that show up between micro-processor contract vs spot prices. I agree with your view that shorting MU at the moment is aggressive. Note that I am still trying to decide when to put the knife between my teeth and jump into the shark-infested pool.(g) That said, if the involved funds somehow manage to maintain this little charade, it will be history in the making. It requires total cooperation and complete loyalty among all the involved players for the balloon to be kept aloft. What usually occurs is that one of the "partners" to the deal gets either greedy or fearful and endeavours to sneak out the back door via "jitneyed" trading. This inevitably ends it. My own view is that the stock has an enormous way to fall, and that it is likely to happen very quickly once it gets underway. On fundamentals, it's hard to make a decent case for a price above $10., even if one is optimistic about the company. Best, Earlie