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To: Electric who wrote (15651)	9/18/1998 2:15:00 AM
From: Lee Lichterman III	Read Replies (3) \| Respond to of 42787

Be careful with MU. It was on my put list also but there was a 100K buy today on it and now my indicator is all messed up from the spike. I can't find any news but something might be up. Their earnings will be more doctored than usual since they will have the aquisition charges to hide things. I would almost expect a "beat the street estimate" release despite even my dog knowing it is bogus. It is a half hour drive from my house to MU and I go by every weekend on my way into Boise. I haven't seen all their smoke stacks producing since over a year ago and their parking lot always has ample room to park.

To: Electric who wrote (15651)	9/18/1998 6:58:00 AM
From: Jay Lyons	Read Replies (1) \| Respond to of 42787

Electric- "It is always good to put high flyers that dont have great news in their pockets, like MU, GTW, AOL, YHOO etc.." YHOO pulled some news out of it's pocket yesterday at the Montgomery Conference...30% profit margin by September. thestreet.com Jay

To: Electric who wrote (15651)	9/18/1998 7:03:00 AM
From: dennis michael patterson	Read Replies (2) \| Respond to of 42787

Electric: I think your Dell idea is excellent. Timing my friend-- gotta time this one. Now, Favors and my cycles guy see us going down into 21 September then a strong up. So buying Dell before the turn up from the bottom appears warranted. The interesting thing is that Favors says we will break 7400 after an upturn from the 21 September down and the cycles guy says that 21 September is the low FOR THE YEAR. I can't believe that is right. Global fundamentals are awful. As I type this, Chile just devalued (at least this is the first I heard of it) and the futures just went negative. I still love Favors. My retirement money was in cash at INDU 9150 and I have made 40 percent since July trading.