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To: Lucretius who wrote (125700)	9/26/2001 7:59:08 AM
From: GrillSgt	Read Replies (2) \| Respond to of 436258

Bear Stearns cutting MU 02 numbers to (1.06)..from an expected profit of .35 citing weakening consumer confidence. I've seen others already blaming the wtc disaster for shortfalls.

To: Lucretius who wrote (125700)	9/26/2001 10:29:43 AM
From: mishedlo	Respond to of 436258

Regained some lost sanity today Shorted CACI FNM EBAY and ADVP Also holding LWIN PLCM VRSN LLL and MEDC shorts My reentry in NEM at 21.4 after sale at 24 was about only good thing I did on long side - Glad I bailed on NTAP calls yesterday M