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To: DavidG who wrote (36173)	7/13/1998 11:50:00 AM
From: Lucretius	Read Replies (2) \| Respond to of 53903

currently hedged on MU, thus no position other than fundamental. The problem is declining demand and overcapacity. I think the analogy is quite good? but I'm biased I guess (ggg) Would diskdrives be better?

To: DavidG who wrote (36173)	7/14/1998 1:09:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

>>MU can make money on the cheap chips now where the Asians have no way of doing anything but lose money.<< hello?!?! that loss last q wasn't real? the loss this q won't be real? the loss next q won't be real? are you believing stevie boy when he says mu will be making money shortly after the acquire ti's dram division? do you believe korea was out of inventory last dec? ;-) check out mu's latest 10q. that is the truth. it is their only protection from being sued for misleading the public - "but, your honor, it was in the 10q!"