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To: Carl R. who wrote (23001)	10/26/1997 12:17:00 PM
From: TREND1	Respond to of 53903

Carl you wrote <<The difference is that you are focused on all the bad things that will happen. And of course, once all of the bad things are known, the only surprises can be good ones. For example, suppose a major producer gives up the memory business. Who? IBM??, TI???, the Koreans??? MU has nowhere else to turn, so they put all their energy into memory. But if the situation doesn't get any better, sooner or later some other players will give up an play elsewhere.>> Carl With comments like above you automaticlly get your name on my email list. Hope you can get gif files Larry Dudash

To: Carl R. who wrote (23001)	10/26/1997 12:43:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 53903

Carl: You are getting excited with MU suddenly, trying to catch falling knives? Sure, 28 looks like a good bottom for the time being, but I think we have few more months or more before the real bottom is set. I now think that seeing MU in the low teens before next June is not so impossible. Zeev

To: Carl R. who wrote (23001)	10/26/1997 9:51:00 PM
From: Skeeter Bug	Respond to of 53903

carl, we agree 99%. however, i think $30 is too much to pay for a company who will lose money, or come very close, for the forseeable future. it is a valuation thing.