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To: SJS who wrote (3101)	9/18/1998 3:30:00 PM
From: Lucretius	Read Replies (3) \| Respond to of 14427

What a crock. I'm so glad this conference is over. It has been pumping up tech stocks all week. Now we can get back to reality. Asians have been stockpiling chips so there has been a bounce in DRAM prices. Soon, these producers will open the flood gates again and MU longs will be crying again. Of course, they deserve it for being so gullible.

To: SJS who wrote (3101)	9/18/1998 10:59:00 PM
From: drsvelte	Respond to of 14427

Steve, on the other hand: "Micron speculation continues... On the humorous side, Micron Technology (MU) made the comment at the Montgomery conference that DRAM prices went up on Monday, and with that the stock was up about $2 most of the day. When you look at Micron from a market cap-to-revenue basis, it is one of the more expensive companies. Add the fact it has been losing money and in all likelihood will continue to lose money, and you have further proof speculation is alive and well." From Fleckenstein