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To: Mike M2 who wrote (35060)	6/16/1998 6:27:00 PM
From: MR. PANAMA (I am a PLAYER)	Read Replies (1) \| Respond to of 53903

Will GRIM is now not concerned about MU earnings in DE PAST but those 6 months from now...There are no doubt problems still and fer a while.But even the GRIM has been burnt by going by his instincts and against Kurlack...and the ML Army. GRIM has Spoken but only because Kurlack has Spoken....

To: Mike M2 who wrote (35060)	6/16/1998 8:42:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

Will, Kurlak actually was a factor in today's recovery in the chips. Cramer had the following in a piece on TSC: In the interim, Tom Kurlak, the big -- and right -- bear of chips at Merrill, indicated that we are probably coming into the period when you have to think about buying these. Just one positive whiff from the man and, boom, that was all she wrote for the short side. thestreet.com Cramer had the "right" in italics. Hmmm...I guess he wants readers to know that he thinks Tom "the best there is" Kurlak is "right". I'll save my sarcasm for later, but as for the potential of a Kurlak turn... It would jibe with his belief that the $SOX pulls back 50% from it's peak during industry downturns. But I'd be surprised to see issues with heavy PC-related product portfolios in the initial batch of any upgrades, or the "next wave" after LSI. IMHO, he'll most likely stick to his own ennunciation that communications-related IC's will be the growth drivers for the sector. But, with him you never know. Good trading, Tom