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To: Bipin Prasad who wrote (40020)10/16/1998 10:15:00 AM
From: Skeeter Bug  Read Replies (2) | Respond to of 53903
 
bipin, i've learned that about mu. i've missed many opportunities b/c of poor buy in positions. i've learned to be patient. however, intel buying into mu does not increase demand or reduce supply - the fundamental problem in the industry. in fact, it may increase supply.

does anybody care right now. probably not.



To: Bipin Prasad who wrote (40020)10/16/1998 10:20:00 AM
From: Fabeyes  Read Replies (2) | Respond to of 53903
 
What can you say. Congrats to MU. I wonder if a BOD position will come with that?



To: Bipin Prasad who wrote (40020)10/16/1998 2:38:00 PM
From: Trey McAtee  Respond to of 53903
 
insook--

he sees it, but not as a fundamental play. you guys are talking about this deal like it is some kind of panacea. its only 500m. in the semi world, a drop in the bucket.

nice rally<G>. remember its safer to short here than it is to go long....

good luck to all,
trey


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