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To: PaperChase who wrote (39386)	9/30/1998 4:23:00 AM
From: william j cap	Read Replies (1) \| Respond to of 53903

that is funny. you should send both articles to cnbc and see if they got the nuts to question him about it on his next visit. next to rogers he is next in line for most times on squawk box. why? he is a goofball. love it when they bring on a goofball to tell people how to invest their money. william

To: PaperChase who wrote (39386)	9/30/1998 8:08:00 AM
From: wily	Read Replies (1) \| Respond to of 53903

I'm sorry, I'm not in the rabid bear corner on MU. I would only note that he wrote this for a not necessarily sophistacated investing audience, and that, one of the prime tenets in investing is that the forward view outweighs the rearward one. wily

To: PaperChase who wrote (39386)	9/30/1998 8:20:00 AM
From: Kathleen capps	Respond to of 53903

That's pretty good -- vintage Cramer. Seriously, I think he divides his portfolio between long term holds and short term trades. You would have to figure if he's talking about a trade or a hold/investment. I enjoy reading him just to get an idea of the sort of thinking that some big money guys are doing...but I wouldn't base any trades on it. Great entertainment value and his site has some good articles. Kathleen

To: PaperChase who wrote (39386)	9/30/1998 11:32:00 AM
From: Trey McAtee	Respond to of 53903

paper-- well, its kind of hard to know what the guy does unless someone wants to buy into his fund...provided he hasnt closed it. at any rate, he has done pretty well this year if for no other reason than that he holds some dell. if he held from the beginning of the year, and added when it fell sharply in may-june, he is doing really well. the problem with cramer is that,IMHO, he is less a fund manager, and more a personality. i think he would go on 'good morning cleveland' if they asked. dont get me wrong...i like the guy. but, he is all about hearing his name and seeing fice face on TV. i think i understand part of his thing with MU after reading the article...its a jingoistic thing about having an AMERICAN dram maker. trite, a little....but partiotic, you betcha!!! of course, the best thing is that with all the problems overseas (that are NEVER going to effect the US...or MU<G>) the foreigners are destined to fail and MU will eat them alive. its total pap. they (MU) have costs down about as far as they can go on their current process...the competition has the same technology (regardless of what applejacks says), and is working to cut costs as agressively as MU. all in all, the case for MU isnt that strong...and is in fact mostly wishful thinking for now. there is still plenty of time. one thing...we give applejacks, et al., hell and we really shouldnt. if anything we should be appluading these guys...they have really gone to bat for their shareholders. that is commendable. good luck to all, trey