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To: DavidG who wrote (22708)	10/22/1997 9:55:00 PM
From: Trey McAtee	Read Replies (2) \| Respond to of 53903

david- stop with all the you said stuff. its annoying. just do like everyone else >> and <<. also, you misqouted me. i dont use the word gobbledygook. what did you lace the marlboro with? i mean, i am giving you the benefit of the doubt in thinking that you are using some kind of controlled substance. its hard for me to believe that you are really this naive. a:MU is not a 6 billion dollar company. b:if applejacks is so brilliant, then why hasnt he anticipated the previous three cycles MU has been through with him as CEO? even if they DO something different, it wont make a difference for a while. SO, the stock is still toast short term.thats the crux of the matter...the short term is what is important for MU right now. why should i buy now and wait for a year or more before i realize profit. why not make some profit now and then buy when its cheap. i can not imagine why i would think you're a bull.could it be that fact that you continously ignore relevant information that is bearish? we do provide information and analysis. and we've been correct on about whats happening. would you not call this usefull information? if we invested the way you want us to, that is to assume that we are completely ignorant and worthless compared to a 'brilliant'(no davey i do not mean this to be a direct quote) CEO and analyst community, we would be LOOSING tons of money. the fact is we dont need to know MORE than the company knows. all we need to know is what the company and the analysts dont want us to know, or what the analysts are too lazy too find out. we anticipate what is going to happen in the market for the companys products and make investing decisions, instead of laying ourselves prostrate before the street and waiting for them to take our money. you seem to ignore the fact that my opinion will change. it will change when the prospects for the company change. if you buy to go long now you will probably get your money back plus a little profit in a year or so, possibly a little more. i'd rather not wait that long. but what you miss is the fact that MU produces a commodity product, and that the product has cycles. we have just finished the top of one, and we are fast approaching the bottom. when will you stop making feeble attempts to poke minor holes in our logic and present some of your own? or for that matter make an argument based on something more substantial than 'well, the company management should not be bet against'. people make fortunes by betting against management, especially when the management does not tell the whole truth. good luck to all, trey