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To: Patrick Koehler who wrote (28186)	2/11/1998 2:29:00 PM
From: DJBEINO	Respond to of 53903

Today's Commentary: 02/11/98 (aice) News reports (Wall Street 2/10/98) continue to suggest ongoing reductions in 16 meg production (i.e. Hitachi/TI joint venture) that futher stabilize prices. However, additional reports indicate that semiconductor marketplace growth for 1998 will be below previous estimates (source Dataquest).

To: Patrick Koehler who wrote (28186)	2/11/1998 3:19:00 PM
From: johnlea	Respond to of 53903

this stock right now is like the t2000 and terminator 2. you can try to blow all the holes in it you want, but somehow it just keeps itself together and goes the direction it wants (up at the moment). as larry pointed out (yesterday?), this puppy is in a very defined channel, and even kurlak, niles, et al can't cause it to break out of the channel. next up, gs/mu tomorrow. let's see what effect they will have.

To: Patrick Koehler who wrote (28186)	2/11/1998 5:05:00 PM
From: Thomas G. Busillo	Read Replies (2) \| Respond to of 53903

PK, you are the master of "Quantitative Kurlakology", but here are some random thoughts from a fellow Kurlakologist... The TKSMA (three-tout simple moving average) is definitely showing weakness: +11.73 close-to-next day high (TK, bull phase, series ending 8/5) v. -5.43 bearish close-to-next day low (TK, bear phase, series ending today) The maximum close to next day H/L has occured when he has reached "the turn in the road": 18.0% Aug. '96; -17.6 Aug. '97 And if you look at the TKSMA back when he was is bull phase, the 3-tout average was declining all the way up until "best of all hoped scenarios" day. +13.83 (3-tout series ending 3/5) +11.76 ( " 5/27) + 8.43 ( " 6/25) So, even on the way up he loses his short-term punch. The schock value wears off. MU was showing green on my screen. Guess that means TK didn't take the hill today. Late-Elvis trend - CONFIRMED Still think Kurlak could always try and follow in the footsteps of "Roxy the Flying Squirrel" and Hans "Toutman", and get his chief market strategist to bail him out, although something tells me Chuck Clough isn't quite in the same tier as Miss Bull Market and the Raging Bull. It's the brokerage firm version of the WWF: Cohen/Goldman and Acampora/Pru v. TK/Merril and Milton/BBH. The undercard features a battle between the California minor-leaguers - Niles/RS v. Joseph/Monty (with guest appearance by Business Week's Gene Marcial, who currently is the answer to the question "Who's the biggest joke in financial journalism today?") And again, it's about as flat-out funny as you can get - this time what the guy's saying is right and this time everyone seems to be blowing off his calls. Guess there's something to be said for going to the hyperbole well one too many times <g> Good trading, Tom

To: Patrick Koehler who wrote (28186)	2/11/1998 6:58:00 PM
From: DavidG	Read Replies (3) \| Respond to of 53903

Patrick and Tom, I looked into the day before TOM "The Best There Is" Kurlak would make his announcements...and to my surprise it looks like he is probably leaking his info to less and less cronies. On 8/13 he downgraded MU and the stock gapped down to 46 and closed around 41 3/4... and on 8/12(prior day) the stock dropped 55 1/4 to 49 5/8. On 12/16 there was an announcement and on 12/15 in the last hour the stock dropped from 23 1/2 to 22 3/8 On 1/16 there was an announcement and on 1/15 in the last hour the stock dropped from 32 3/8 down to 31 1/2 Today there was an announcement and yesterday there was no indication of last hour drop. I guess Tom Kurlak is learning to keep his mouth shut before announcements. Pat, I do not know about the accuracy of numbers...got off graph...+/- 1/8. DavidG