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To: joe smith who wrote (37666)	8/20/1998 8:57:00 AM
From: yousef hashmi	Read Replies (1) \| Respond to of 53903

1 08:49 T Merrill Cuts Intel To Long-Term Neutral From Accumulate 2 08:48 T Merrill Still Rates Texas Instruments Near-Term Neutral 3 08:48 T Merrill Had Rated Texas Instruments Long-Term Buy >TXN 4 08:48 T Merrill Cuts Texas Instruments To Long-Term Accumulate >TXN IT is obvious that KURLACK and merrill like to down grade semis during options expiration because of some kind of option strategy! I wonder if merrill asset management is buying these down grades like they did with MU!

To: joe smith who wrote (37666)	8/20/1998 3:00:00 PM
From: Bipin Prasad	Read Replies (2) \| Respond to of 53903

joe, 1. Sorry I couldn't get back to you earlier due to poor net connection '.' US WEST strikes. 2. Answer to your ?. First of all, it's based on market shares not by stock price. Each company has it's own unique pattern/or rhythm to reflect it's fair stock price. Unlike you I never shorted MU equity, only naked puts, so I'm not familiar to short patterns in MU equity. So I can't tell you "price" you are asking. Anyhow, my barometer for being winners and losers is based on market shares in semis. ei, SamSung will be the winner in Korea after swapping auto subs. with HyunDai's semi subs. MU is the winner in DRAM in US. INTC is king in over all semis. TI/LU are winners in DSP. ...... 3. If we follow Tom K.'s game patterns, we can be right at least twice a month. ^_^ later, InSook