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To: Bipin Prasad who wrote (36998)	8/6/1998 4:03:00 PM
From: Trey McAtee	Read Replies (3) \| Respond to of 53903

bipin-- that might not be so bad...i hear vinik and his hedge fund had no trouble raising capital. i would have to disagree with you on kurlak. i dont see it as him being right or wrong, because i dont think that is an issue. i think he creates the swings. look at last year...that was pure hype, but it worked. niles is trying to steal some of the thunder, but i think he is about to get his tit caught in the ringer<G>. we have had about a 33% swing i think from the low before the conference, and the recent price. i think its just about to stop. this strength in PC100 and MUs hyping that it will help them is the same kind of crap they said about SGRAM and SDRAM. and thats how a commodity business works. as soon as someone discovers a profitable new niche, everyone gets into it. pretty soon it becomes an unprofitable niche. and in the next round, MU cant blame the asians and march on washington. the asians are now locals<G>. which reminds me, if anyone is in austin anytime soon, take a little drive over to samsungs building. very impressive. good luck to all, trey