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To: John Graybill who wrote (42869)	2/8/1999 9:58:00 AM
From: phbolton	Respond to of 53903

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To: John Graybill who wrote (42869)	2/8/1999 10:29:00 AM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

John, why would Maria Bartiromo be mentioning Dan Niles comments on MU ON FEBRUARY 8TH, when someone on the thread who IMHO is very credible, posted an excerpt of recent MU commentary which were apparently dated FEBRUARY 4? Message 7675603 "Continue to recommend. Believe Q2 could be much better than anticipated. Believe that total revenues could be up almost 50% sequentially due to bits up 40-50% and up sequential pricing. Believe could be $0.05-0.10 upside to our breakeven estimate. Our F1999 EPS estimate is $0.70, consensus is $0.12." - Note from BancBoston RS Co. in San Francisco, out on 2/4/99, reiterating a "Strong Buy" rating. Good trading, Tom