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To: DavidG who wrote (25965)	12/19/1997 11:07:00 PM
From: wiz	Respond to of 53903

David >>The PENTIUM II with the FX or LX chipsets are a waste of money over the PENTIUM MMX with a good MOTHERBOARD<< Oppps!! there went any chance of Intel sponsoring you to tout for them here on SI!-g- I love it when someone says what I want to hear!-g- Mark

To: DavidG who wrote (25965)	12/22/1997 9:26:00 AM
From: Skeeter Bug	Respond to of 53903

attention all fa bears - CAUTION IS THE WORD HERE! folks, mu is not going up w/o reason. the fact is the future is UNKOWN. mu management knows this. so they manipulate mental midgets into thinking the future is something different than it will be and then get on their knees with knee pads and pray. what is the BIG LIE this time around? THE KOREANS WILL BE OUT OF INVENTORY SOON AND PRICES WILL MOVE BACK UP SHORTLY. the gist is that you don't want to miss out when dram goes back to $6 and mu makes $100s of million. the amazing thing is that people with money are stupid enough to believe a self serving management tell them reality is wrong to the their own benefit. be amazed, shorts. xlnx held a 40+ pe for 6 q - 18 freaking months, folks</b? - with a negatove eps growth rate over that period of time. mu will play the same game. this q stunk, but, hey, the koreans will run out of inventory shortly. oh, just think how much closer the koreans must be to running out of inventory. hey, 6 months of dumping inventory means were 6 months closer to payday. hey, we're three months closer to fat city. geez, they lasted a year, but can they last two years ;-) jan puts are too soon. next q wil be a disaster. i'm not sure that will dissuade the dolt bulls. after all, xlnx took 18 months of negative growth before they wised up. now that is dumb. mu does have one big advantage that the greedy are focusing on. leverage. IF prices moved up then mu would make bank. the problem is that everyone's (except txn ;-) has similar cost structures as mu. what does this mean? mu, AND NEARLY EVERYONE ELSE, has been able to lower costs dramatically. since everyone is on the same field, prices have plunged and will continue to plumge. there still is overcapacity so even if korea's inventory was burned up tonight, daily supply still is more than daily demand. oh, why didn't mu say this? he he he he. so, be careful all on the long term short side. the focus is now on making a 2-1 bet on 50-1 odds. tis isn't rational and i suspect that mu's stock price won't be either until people figure out the boise bandits' latest ploy to manipulate their stock price. oh, btw, you won't see any comments about the koreans running out of inventory any time soon in any documents filed with the sec. wonder why? not anymore. skeets took care of you. ;-) good luck to the traders. there is money to be made on mu - up and down.