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To: DavidG who wrote (24251)	11/18/1997 6:21:00 PM
From: MR. PANAMA (I am a PLAYER)	Respond to of 53903

I have this gut feeling that the good ole Nikki is going to start moving down a bit...that should be fun tomorrow...hahaha I used to play the nikkei puttsies years ago and will have to start watching them...SKEETER where art thou....we will soon see if this is mere profit taking today or a false rally the last few days..I used it to lighten up on quite a few things...should have shorted MU at 25...but chickened out...

To: DavidG who wrote (24251)	11/19/1997 8:47:00 AM
From: Thomas G. Busillo	Read Replies (2) \| Respond to of 53903

David, Kurlak was quoted in the 10/27/97 Fortune as saying: "If I don't include every factor that moves a stock--market psychology included--then I'm not doing my job." I find it hard to believe that stable DRAM prices would tend to have no effect whatsoever on the "market psychology" of MU. Therefore, it is a "factor", and it is relevant. FWIW, SBN had a piece on MU shipping samples of 64-Mbit SDRAMs. Don't know if anyone posted it already, but it's: techweb.cmp.com In a piece on weakening flash memory prices, SBN also had a mention of DRAM weakness in the Taiwanese spot market for older 1x16 parts and 4x4's: techweb.com Unfortunately, MU is being victimized by bone-headed industrial policy on the part of some foreign governments and foreign bankers who can't seem to say no. Maybe one of the long-term effects of the Asian crisis will be a thinning of the foreign DRAM herd and/or thinning resources limiting capacity expansion and being poured into only their most critical needs, which seem to be technological. Good trading, Tom