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To: SteveG who wrote (8962)	1/14/1998 8:54:00 PM
From: EdR	Read Replies (1) \| Respond to of 21342

SteveG In your reply #8954 you said to Trey: <<Believe whatever you care to, but I see little reason to interact further on this with you.>> and now(#8962) you say: <<And that no one else reading this ridiculous exchange (besides sargent) has bothered to clarify this for you, gauges for me the apathy and/or ignorance of this thread (which I am no longer monitoring).>> why not just stop interacting with Trey and stop monitoring this thread like you said you were going to do... ? If you are implying that all on this thread are either apathetic or ignorant, then you are RIGHT and you WON.... Ed...

To: SteveG who wrote (8962)	1/15/1998 1:35:00 AM
From: Trey McAtee	Respond to of 21342

steve-- [chat--mental case] what you left unsaid was that within the next month the stock shot far higher up than 41, i think it stopped out at 59.75. you can confirm it if you wish. had the street really cared, as you continue to erronously claim, the stock would have sold into the low 30s. now, i'll grant that there were other factors than affected the stock, like thomas kurlak's pimping of it, but he did that KNOWING that MUs outlook was not good, AND he is widely considered to be the semi ax on the street. AND, if i remember correctly, on the CC dan niles at robbie stephens even COMPLEMENTED appleton on his great quarter. so much for your theory. i dont care what you think of me as a person, because i hold you in such low esteem, but i do have a problem when you blatantly accuse me of misrepresentation. steve, we dont want you to leave, just to try to be a little more reasonable in your debate. you accuse all of us on this thread, with the noted exception of sargent, of being pollyanna-ish hypesters. the funny thing is, we post more negative information than you do. the differnce is, we dont just look at the negatives. i feel sorry for you living in such a black and white world, when reality is grey. good luck to all, trey

To: SteveG who wrote (8962)	1/15/1998 8:34:00 AM
From: Andreas Helke	Read Replies (1) \| Respond to of 21342

Steve you are right that in general non recurring items are properly accounted for. But it happens often enough that the media screws up the reporting if there is a special situation. And there seem to be enough investors that don't bother to check the facts to move stock prices into the wrong direction in many of those cases. And Trey seems to be a pissed off victim of such screwed up reporting with his Micron experience. Ascend had a quarterly report after its merger with Cascade that left the street and the media seriously confused about wether Ascend beat or missed its earnigs estimates. The street reacted as if they had beat the estimates. Briefing.com reported a few days later that they had asked the company and Ascend had actually missed the consensus estimates. Andreas