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To: Skeeter Bug who wrote (31627)	4/2/1998 9:37:00 AM
From: mike iles	Read Replies (1) \| Respond to of 53903

Thanks for the kind words Skeeter. Talking about axes to grind it's strange because, like yourself, I'm a closet bull. MU is my only short (well MSFT too but I don't want to talk about that!) and the rest of my money is on the long side. So I really am concerned about the psycho nature of this market and am seriously considering going to cash (like Earlie). Trouble is in a crash they take the good girls with the bad 'uns. regards Mike

To: Skeeter Bug who wrote (31627)	4/2/1998 10:54:00 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 53903

Skeets, You spy for Salami Brother, Smith Barney Rubble, and Morgan Stuck-Up. The schmoes have uncovered the mole. -vbg- So, the big question is, with 125 pct. duties on some SRAMs, does that still mean a high enough price for MU to make a profit so that they will reopen the SRAM lines? Nope. I don't think SRAM is even 1 pct. any more, and the ruling that the Koreans were innocent is a bad omen for the DRAM whine. And DRAM is more than 1 pct. of sales. -g- Look at that huge market share for foreigners in the US SRAM market. Almost 8 pct. And US boxmakers would never clomp their boxes together in Malaysia or Taiwan to pay lower prices for components. -g- MB