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To: TREND1 who wrote (36375)	7/19/1998 11:13:00 PM
From: phbolton	Respond to of 53903

Infrastructure's (Carl Johnson) current view: We are putting the finishing touches on a memory-yield story for the July issue of our monthly letter. Most of the memory producers we follow have not even ramped yields on installed production lines to their highest capability -- laser-memory repair is the only thing saving their tails. As these manufacturers attain higher yields, without buying any new equipment, we will begin another down leg in the memory business. In our view, this down leg will put a number of players out of business techweb.com

To: TREND1 who wrote (36375)	7/20/1998 8:48:00 AM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

Larry, thanks. Sorry, it's a TA package called Window on Wall Street. The data I want is in there, my problem is mining it and getting it printed out the way I want it. FWIW, ADI is warning 3Q revs could be 10% below 2Q revs. There was also a brief blub on DOW Jones over the weekend about a piece expected to come out in German newsmag Der Spiegel reporting that Siemens AG was considering exiting the memory chip business. Good trading, Tom

To: TREND1 who wrote (36375)	7/21/1998 9:44:00 PM
From: DavidG	Read Replies (3) \| Respond to of 53903

Larry and Pat, MU looks like it may be on the brink of at least a few point breakdown. Last Friday MU broke a 7 week uptrend. Today MU closed at 27 7/8, an 1/8 below the 200DMA. If MU drops anymore tomorrow we can expect a test of 26. If 26 doesn't hold then look out. From there, there is a minimal support around 24 and then a quick fall back to 20. I have absolutely no position in MU right now but am planning to go short in the morning. Any comments?? DavidG