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To: DavidG who wrote (31392)	3/29/1998 1:22:00 PM
From: Kerry Phineas	Read Replies (2) \| Respond to of 53903

DavidG, there's at least a 50/50 chance MU doesn't make it, imo.

To: DavidG who wrote (31392)	3/29/1998 2:04:00 PM
From: Thomas G. Busillo	Read Replies (2) \| Respond to of 53903

David, would you say the stealth lowering of FY'99 estimates means that people are getting more positive or less positive about the future? Someone's been lowering their estimates, right? And yet, when's the last time you saw a report on CNBC? Reuters? Dow Jones? Although it's quite romantic to think of people like Maria B. hiding out behind potted plants diligently seeking out "scoops", a lot of it's just media relations feed. Ever notice that there are times when the press will run a story such as "so and so has cut estimates, but leaves ratings unchanged"? And yet, isn't that exactly what's happened on this particular issue? Certain so and so's have indeed cut their numbers and left ratings unchanged. Is it just a bunch of "honest brokers" trying to give the best possible estimate? Or is it a type of signalling between firms and their clients when an outright ratings change would be simply too detrimental to client interests (i.e. we're lowering our numbers, hint, hint, so don't come crying to us about being blindsided down the road)? Good trading, Tom

To: DavidG who wrote (31392)	3/29/1998 3:03:00 PM
From: dumbmoney	Read Replies (2) \| Respond to of 53903

<< You are not listening? I am talking about 1999:-) >> Unlike some people, I know I cannot predict what will happen in '99. (It's not that other people can predict - they just pretend they can). Fund managers are notoriously fickle. They hold 50% of MU shares...I wonder what would happen to the price of MU if they left for greener pasturers. << Seriously what might the bulls be seeing that you might refuse to see or you feel compelled to ignore. >> If I am a bull I am hoping that "someday" one or more of the major DRAM manufacturers get out of the business. Someone like an NEC or Samsung. Or MU.