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To: John Graybill who wrote (29247)	3/3/1998 12:17:00 PM
From: Kerry Phineas	Respond to of 53903

JG, I bet on: -.42

To: John Graybill who wrote (29247)	3/3/1998 6:05:00 PM
From: Knighty Tin	Respond to of 53903

John, Oh, yeah, we need Tommy Boy spitting in our Evian. Some prize. <G> The key, as it often is with Mu, is how much inventory have they held back to make the loss look better than it really is? My guess is tremendous quantities, so they will beat "expectations." So, I say a loss of 20 cents that should really be about half a buck. Look for major deterioration in the balance sheet on cash, debt, accounts receivables, inventories, and any other funky thing they can move from the income statement, which they put in headlines, to the balance sheet, which few analysts even look at. Also, look at capital spending to zip down to try to give CPR to the income statement. MB

To: John Graybill who wrote (29247)	3/3/1998 7:41:00 PM
From: mike iles	Read Replies (1) \| Respond to of 53903

BTW, Kurlak's new estimate is -.44 (eom)

To: John Graybill who wrote (29247)	3/6/1998 9:48:00 AM
From: John Graybill	Read Replies (2) \| Respond to of 53903

Ok here are the estimates I have received since "assuming the position" on 3/3 (as all MU followers must eventually do, however I speak of assuming the position as earnings scorekeeper): -0.13 Zacks 3/2 (subject to weekly updating) -0.25 Dan Niles, R&S () -0.42 Kerry H. 3/3 -0.44 Burlap 3/3 (subject to "magic", post-facto updating) () Hint: This is right in the middle of the .20-.30 range from that NY Times article about a month ago, which falsely states that it is directly quoting MU but in fact got it from one of MU's favored analysts (who got it directly from MU). That's all I got! If you have made an estimate here before 3/3, better post it again or email it to me if you don't want to clutter the thread with extra posts. you don't want to clutter the thread with extra posts.