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To: Donald Wennerstrom who wrote (12531)	6/27/2012 4:14:48 PM
From: Return to Sender	Read Replies (1) \| Respond to of 13403

OT: It's almost a non event Don but that's actually good. On the one hand MU did not get hammered after earnings. Maybe that's because there is a summer rally coming? But for semiconductors this is not the best time of year to be long. There may be a rally coming with actual earnings for the group but maybe not. Maybe MU held up fairly well because they actually beat on revenue even though they had a wider miss? I really don't know but I think there will be a better time to buy long MU and a lot of other semi related stocks in August through September this year. I often think how nice it would be to have a time machine where I could go back in time and make the great buys on stocks that end up being so clear in hindsight. Of course there are a few sells I should have timed better too. Some on losers that I still hold that I would have loved to unloaded at breakeven like you did here! RtS