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To: DavidG who wrote (42163)	1/11/1999 11:11:00 PM
From: FJB	Read Replies (1) \| Respond to of 53903

There is definitely an orchestrated effort to distort the facts related to MU's competition to manipulate the MU stock upward. ... this news being reported lately is a very calculated attempt by many to bring MU to an internet-like bubble and then burst it right after all their shorts are in place. Let's not get carried away. Companies like Siemens, Fujitsu and Hitachi seem to have a level of commitment to DRAM that fluctuates directly with spot prices. Fujitsu to Cut Back Output Of DRAM Chips for PCs By JAMES PARADISE Dow Jones Newswires January 11, 1999 ... "We are not getting out of DRAMs for PCs; we are making 64-megabit DRAMs and will continue to do so, but the emphasis will be on investing in logic devices and system large-scale integrated circuits," a Fujitsu spokesman said. Fujitsu expects about 52% of its group semiconductor production in the year through March will come from logic devices and 32% from memory devices, compared with 44% and 37%, respectively, last fiscal year. DRAM production alone is seen dropping to about 15% of total production this year compared with 20% last year. Other Japanese semiconductor makers said they also plan to put more emphasis on non-DRAM business. "Basically, we are shifting from DRAMs to non-DRAMs such as system LSI," said Masahiro Takahashi, a spokesman for Hitachi Ltd. DRAMs will remain important, however, as "one of the key technological drivers for the semiconductor business," he said. "We have never considered pulling out of the DRAM business because we have core competencies in that area and will need those competencies" in developing products which combine logic and memory functions on a single chip, said a spokesman for Mitsubishi Electric Corp. Meantime, Toshiba Corp. said it will "remain committed" to the DRAM business, but it will also increase the proportion of non-DRAM business in areas such as flash memory and static random access memory chips. ...

To: DavidG who wrote (42163)	1/12/1999 12:16:00 AM
From: Thomas G. Busillo	Respond to of 53903

David, my puts definitely got in place too early. Hey, whatd'ya know - "the usual suspects" have "friendly assets" in the foreign trade press as well! Good trading, Tom

To: DavidG who wrote (42163)	1/13/1999 6:11:00 AM
From: SgtPepper	Respond to of 53903

<<Now you know I am positive on MU looking forward but this news being reported lately is a very calculated attempt by many to bring MU to an internet-like bubble and then burst it right after all their shorts are in place. I think it is getting close b/c MU retreats as fast as it goes up except for late this afternoon. IMO this time the bears got caught off guard and a short squeeze ensued. My guess is within the next few days MU is in for a big fall.>> Good call, but a day early. I think it's time.

To: DavidG who wrote (42163)	1/13/1999 7:09:00 AM
From: Mintu Pal	Read Replies (2) \| Respond to of 53903

David: I think MU after a little set back may (shows potential to) go higher towards all time high in the 90s. Since Intel announced of $500M investment, I am playing MU Calls 80% of the time and Puts 20% of the time. Also, I have several long from $50 in my IRA A/C, may be I should think about selling these and then get back at the first set back (may be on Friday or Monday next week).My MU strategy has given me good amount of money. Every day MU tops the previous day's high and closes higher than the previous close, (agreed intraday some time lowers the previous day's low). It is an interesting pattern, no matter what is the reason (may be orchastrated) but the pattern tells me MU is on it's way up. Wish you all happy trading. Mintu Pal.