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To: ratan lal who wrote (25436)	12/15/1997 8:01:00 PM
From: Thomas G. Busillo	Respond to of 53903

Ratan, there going to need a spin doctor on par w/ Lanny Davis (not a big fan) to make this look good. Although, come to think of it, Lanny Davis would have probably had them pre-warn and then worked his PR magic to convince the analysts that there is no story here since the news was "old". Then again, traders are probably a little smarter than the White House press corps <g> Only way this trades up is some bizarre short-covering/options closing freak-out. Good trading, Tom

To: ratan lal who wrote (25436)	12/15/1997 8:06:00 PM
From: IceShark	Read Replies (1) \| Respond to of 53903

Ratan, I don't agree with most of your items of concern, although I would like to see MU at 6 bucks tomorrow. -vbg- Doubt net A/R is a big problem, especially since now is the time to smack reserves(charges) into the P&L. A commodity inventory is subject to a few tweeks either way, but LoCoM is standard and keeping inventory value too high would invite an SEC investigation - what would that do to the Korean squawks. I guess I think they would would want to take all charges now to improve or stablize future quarters. The really interesting thing no one seems to talk about is MUEI. These guys are hurtin-fer-certain and this will make it more difficult for MU to raise cash. And for me to get help, since I have a MUEI box! -g- Regards, DWW