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To: Skeeter Bug who wrote (23658)	11/10/1997 10:31:00 AM
From: HB	Respond to of 53903

Skeeter, just be careful a bad quarter doesn't come with lots of pie-in-the-sky stuff about how fast costs are coming down, and simultaneously DRAM prices bouncing after going below variable cost for awhile... I don't know exactly where that price is BUT see Jerry Denkera's recent post. This sort of smells like the situation last time I shorted MU. OTOH, Trey McAtee and Larry Dudash are GODS OF MU, so if it gets to 35 and Larry is still bearish (unlikely, I know!).... maybe then it's time. Maybe you are right about the analysts. (But somebody's been selling for weeks!!) Hell, maybe it's safe to go short 29--> 26 sometime this week. That's about as frisky as I feel about this shark of a stock right now. Howard