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To: Earlie who wrote (25797)	12/18/1997 12:33:00 PM
From: MythMan	Read Replies (1) \| Respond to of 53903

Earlie, Best post I've seen in months.. hilarious and true.. can't beat that combo. Pete

To: Earlie who wrote (25797)	12/18/1997 1:05:00 PM
From: Sridhar Srinivasan	Read Replies (1) \| Respond to of 53903

Earlie: re: Goldman commentary Extremely well written thoughts. And the humor was killing. It is good to see some meaningful thoughts expressed in a cogent manner, for a change, as opposed to bearish bilge that pegs action to dead DRAM generation prices, not unlike a parrot on its last breaths (Skeeter, no, I am not talking about you, there are others who are worse - G -). I hope you will write more often (not that I necessarily agree with your viewpoints -g-). Best Regards, Sridhar

To: Earlie who wrote (25797)	12/18/1997 1:41:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 53903

earlie-- wonderful post!!! do you mind if i email it to some friends? but really, what did you expect from goldman, or for that matter from any of the analysts? no one on wall st. does real research anymore. good luck to all, trey

To: Earlie who wrote (25797)	12/18/1997 3:03:00 PM
From: ratan lal	Read Replies (1) \| Respond to of 53903

Earlie << Having read the Goldman commentary, it is obvious that a few phone calls were made during the last few days.....I can just hear it ....(one side only) >> You will be amazed how many people believe the analists. I just had a call from a doctor friend of mine who literall has millions in the market lsoign his a** in CPQ and asking my advice on MU and surprised that Mu is down now after being upgraded. Is et him straight on Anal-ists. But it works with people that have more money than brians and that is why MU is not tanking. ratan

To: Earlie who wrote (25797)	12/18/1997 5:00:00 PM
From: mike iles	Read Replies (1) \| Respond to of 53903

Earlie, Thanks for the GS stuff ... like your comments except for the bit about rallies ... yes, they do provide an opportunity to load up the wagon but when you hold puts (Jans in my case) there's always a time-gun to the head and this is one rally I could do without (g) ... got a feeling that Skeeter would echo that thought in spades .. regards, Mike

To: Earlie who wrote (25797)	12/18/1997 5:21:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

Earlie, AWESOME! The airtight reasoning and thorough grasp of market dynamics as demonstrated by the following premises... We are not calling for an immediate end to pricing pressure, as producer inventory still needs to be worked down Yet the severity of the current downturn will sow the seeds of an eventual recovery in mid to late 1998 We think we are likely early* in our investment theory*... ...leading to the conculsion of "Priority List Buy"... ...clearly puts this dullard far ahead of the pack in the race to the bottom for worst coverage of MU 1997. The only way you can give the "brains" behind this any slack is if it is later revealed that the new analyst is actually, in reality, a flying squirrel who somehow managed to fool the GS recruiters... ...and even then, I'm thinking there are probably better out there <g> Good trading, Tom