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To: DavidG who wrote (39912)	10/14/1998 2:18:00 PM
From: JF2155	Read Replies (1) \| Respond to of 53903

David what do you think of the low vol on this upside --won't hold? I took a beating covering this morning but now deciding which way to go . JIM

To: DavidG who wrote (39912)	10/14/1998 2:24:00 PM
From: JungleCat	Read Replies (1) \| Respond to of 53903

DavidG, Very good points. I believe that the bears on this thread are mostly blinded by their emotions towards MU rather than plain simple facts of current situations in the DRAM industry. Granted that this industry is still in the doldrums, MU appears to be in a very good position to come out ahead when there is a turnaround. Of course, when this will happen, its anybody's guess......just my 2 cents!!

To: DavidG who wrote (39912)	10/14/1998 2:31:00 PM
From: Joseph Beltran	Respond to of 53903

David, I don't have a position in MU at this time but I'm watching developments very closely. I generally agree with your comments regarding the "viability" of s.k. semiconductor companies and would add this one additional point: One of the big reasons asia is in the financial state it's in today is because of the lack of transparency. In other words, there is little financial information which is provided by their companies and whatever information is provided cannot be relied upon. Consequently I would not put very much stock in what Samsung or any other company out there publishes for public consumption. I think that most of those companies are closer to shutting down (permanently) than they are to upgrading and remaining competitive. No bank in their right mind would lend to companies which sport debt/equity ratios which those companies have. The screws are on and it appears very possible that it could be game, set, and match before too long. regards