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To: DavidG who wrote (24001)11/13/1997 10:02:00 AM
From: Thomas G. Busillo  Respond to of 53903
 
Dave, I guess if his call was aimed more at the DRAM side of TI's business, maybe some traders see the potential for some collateral damage out of MU.

Frankly, I'd love to see him get faced and see MU and TXN trade up today. I'm not either one, so I'm sort of looking at today as kind of a test of Kurlak's rep. If his "axe" looks like it's getting duller - not going to get any complaints out of this Kurlak "fan" <g>

I mean, Kurlak or Niles saying that the DRAM industry is weak is IMHO, a call of no new informational value whatsoever. And yet, these MM's act like these guys have some kind of crytsal ball or something that give them some kind of "divine insight". It's just totally stupid.

TI looked like it popped early, then some 30K, 50K sells came in. I'm thinking I'm probably going to wait for when I think the "Kurlak-is-God" nitwits have made their move on TXN and go the other way. But not totally sure.

Good trading,

Tom