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To: dumbmoney who wrote (33797)	5/21/1998 6:30:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

dan, may have lowered his estimates to set the stage for congratulating mu on a great q beating estimates. what a dolt. he seems to be trying too hard. mu is supposed to spend over $1 billion on capexes this year? with what? they don't have the cash - EVEN AFTER THEIR BEST PERFORMANCE IN HISTORY AND $500 MILLION DEBT OFFERING. they don't have the cash. 2 qs of $0.50 losses and some capexes to stay only a little behind and mu's balance sheet will look AND smell like the crap it is. it is REALLY bad. amat is on mu watch list too. amat is going to be losing money pretty shortly, imho.

To: dumbmoney who wrote (33797)	5/21/1998 9:04:00 PM
From: TREND1	Respond to of 53903

DM You don't think MU is going down just because other high techs are going down ? Larry Dudash DATE= 05-21-1998 TIME= 18:00:41 THIS DATA IS SORTED BY COL.......... 5 SORT COL 1 2 3 4 5 6 7 8 9 10 11 SYM NAME CLOSE CHANGE % DT C MONTH WEEK DAY GROUP TREND TREND TREND 1 05/21/98 LRCX LAM 24.50 -0.37 -1.49 -3 B DOWN DOWN DOWN EQUIP MANUF 2 05/21/98 TXN TEXAS INSTRUM 55.06 -1.25 -2.22 -3 B UP DOWN DOWN MEMORY-DSP 3 05/21/98 WDC WESTERN DIGIT 18.25 -0.50 -2.67 -3 B --- DOWN DOWN DISK DRIVES 4 05/21/98 SEG SEAGATE 23.88 -0.68 -2.79 -3 B --- DOWN DOWN DISK DRIVES 5 05/21/98 SOX--X SOX INDEX 275.11 -8.47 -2.99 -3 B DOWN DOWN DOWN INDEX 6 05/21/98 MU MICRON TECH 25.75 -0.81 -3.05 -1 B DOWN DOWN --- MEMORY 7 05/21/98 CPQ COMPAQ 28.50 -1.00 -3.39 -3 B UP DOWN DOWN COMPUTERS 8 05/21/98 NVLS NOVELLUS 40.38 -1.69 -4.01 -3 B DOWN DOWN DOWN EQUIP MANUF 9 05/21/98 AMAT AMAT 34.06 -1.69 -4.72 -3 B DOWN DOWN DOWN EQUIP MANUF 10 05/21/98 DELL DELL 87.06 -4.75 -5.17 -3 B UP DOWN DOWN COMPUTERS