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To: DJBEINO who wrote (41973)	1/7/1999 4:37:00 PM
From: Carl Held	Read Replies (4) \| Respond to of 53903

Ken is a cheerleader, don't fall into that trap. Listen to the facts that I have stated (RED FLAGS). Bottom line: He is speculating with the intention to sell more stocks. That's the problem, adding more air to the balloon. Look at the facts.

To: DJBEINO who wrote (41973)	1/7/1999 4:37:00 PM
From: DavidG	Read Replies (1) \| Respond to of 53903

DJ, I heard that commentary. I am just wondering whether he was correct when he said MU doubled its capacity with TXN fabs. I thought it was 60-70% increase. Also it was funny he thought that MU was at 55 and it actually was 8 pts higher.<g> I guess you don't have to be too bright to be an analyst.<vbg> DavidG