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To: jtechkid who wrote (30360)	3/16/1998 7:21:00 PM
From: akidron	Read Replies (1) \| Respond to of 53903

jtechkid u r right mu will not bring the market down... but if amat preannounces it will. in the end markets find reality.... fyi the sanctions on the sea dram cowboys will hurt the semi equips...

To: jtechkid who wrote (30360)	3/16/1998 8:10:00 PM
From: MileHigh	Respond to of 53903

jtechkid, I have been a lurker on many threads until now...I admire the fact that you take a stand on an issue and stick to it...I watched you get pounded on the AMAT thread initially and now they have lightened up...perhaps you have proven them wrong on AMAT...although it has rebounded a bit.... But anyway, I hope you make money on your shorts...MU is resilient I must say.....What is your take on SMOD and how they will or will not be effected by DRAM pricing??? I am waiting for AMAT to bottom... Happy Investing!!!