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To: TREND1 who wrote (36657)	7/29/1998 12:57:00 PM
From: Thomas G. Busillo	Respond to of 53903

Larry, this is interesting. Kurlak getting faced (as of now) by Gumport. On MU, Gumport's a guy I'll cut some slack in terms of the ratings/estimate discongruity. I think he was one of the few analysts on this stock to hold onto his thesis earlier in the year that the price rise was a temporary blip on the screen. So for me, he has credibility in terms of having a feel for the macro view. Niles, Boucher, Joseph, Moore - couldn't care less what they say on the FA. Gumport, Milton, Scoval - in my book, those guys are the "rational center" on this one. We'll see what comes out of the RS conf. Any top created by Dan Niles has seemed to be a good place enter as a sell <g> Good trading, Tom