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To: John Graybill who wrote (42127)	1/13/1999 12:15:00 PM
From: Thomas G. Busillo	Respond to of 53903

John, I don't know how they run their shareholders meetings, but part of it is probably also some expectation of the typical good vibes from upper management and the obligatory press coverage after interested parties pitch their comments to editors. Isn't that what seems to always happen when Appleton or Bedard say something the company and/or its institutional pals would find favorable? Has there been a safer or more profitable trade over 1997 and 1998 than just looking at when they are scheduled to appear at conferences and buying calls ahead of time? It's amazing, but I wonder what would happen if you did a serious and thorough review of all the press articles in which Appleton or Bedard were reported to have commented on pricing and broke their comments down into three categories 1) falling prices 2) stabilizing prices and 3) rising prices? From what I recall, I'm willing to bet that over 1997 and 1998 according to press reports it always seems that prices are either rising or stabilizing a majority of the time their comments just happen to make their way into the press (paraphrased by altruistic parties, of course). And yet, the fact is that over most of that same period of time, prices fell precipitously (although, obviously the 64MB's are selling higher than late summer) . Wouldn't it be great if you could come up with a chart tracking the dates of press articles containing comments attributed to management on prices overlayed on top of the actual prices? IMHO, what would be there would be somewhat interesting... ...but more interesting would be what's not there <g> Good trading, Tom

To: John Graybill who wrote (42127)	1/13/1999 10:00:00 PM
From: Thomas G. Busillo	Respond to of 53903

John, then again since the 10-Q hit late in the day, maybe "they" were marking it up. freeedgar.com I didn't give it much thought. We're beyond thought anyway aren't we? And following up on that earlier post... ...again, it's amazing how despite MU's management repeatedly stating in mandated federal filings that ASP have fallen (probably something like Per megabit prices declined approximately 60% in 1998 following a 75% decline in fiscal 1997 and a 45% decline in fiscal 1996) when management's comments just happen to be picked up by the financial press (generally speaking, the hardest-working, most diligent, conscientious, self-motivated, truth-seekers in the history of mankind; each and every one of them possessing the wisdom of Solon matched with the critical alacrity of a Samuel Johnson. To those who say that they, fully aware of their status as expendable pawns to be used by their sources like last night's Trojans, in a way are merely producing self-affirming, self-legitimizing meta-fiction whose sheer brilliance rests on the very abesence of any affirmative indication that they are in fact meta-fictional creations is "a bad thing" - HAH! I say. Double HAH! They're merely brilliant ironists! Self-encapsualted works of post-modern performance art unaware of themselves as symbollic of the dessicated, drifing wreck of what once passed as...um...okay, I'll stop...actually, I'd go on, as in a strange way, this almost makes sense...sort of...but I haven't had any dinner...um, also, how the hell did this friggin' monster of a parenthical begin anyway? Oh, okay...like it evens matters) from what I recall ASP's always were rising or stabilizing? Surely, somewhere out there a journalist or two not interested in assisting in the weaving of a meta-narrative would have caught on to this interesting effect some of us have been perceiving? Good trading, Tom