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To: Carl R. who wrote (43128)	2/18/1999 9:28:00 PM
From: Chas	Read Replies (2) \| Respond to of 53903

I have no idea where MU is heading but AICE commentary continues to report increasing prices on some devices. I realize this doesnt always tell the whole story so take it as a small data point, and maybe it will lead to something down the road. At some point Mu will be a buying opportunity. Good trading. ----AICE today In the DRAM market, EDO mode product avalibilities are tightening, especially in the 16 MEG capacity. This is the cause for the rise in price of the 4MX4 EDO 2K REF 5V SOJ. Intel CPU activity is stable to light and price levels remain weak. Pentium II 333 is trading lower today.

To: Carl R. who wrote (43128)	2/19/1999 9:14:00 AM
From: Thomas G. Busillo	Read Replies (2) \| Respond to of 53903

Carl, the charts don't lie. The stock has appreciated nicely from where he upped it. Granted, right after he upped it to a strong buy it lost 33% within a few weeks, but if you hung in there and took a long-term perspective you're up. $200 can happen. $20 can happen. But where I'm coming from is that this guy is a professional research analyst working for a major i-bank, and he puts out a $200 price target in a report that can be obtained by the public without any quantification other than a loose reference back to 1995. Weeks after a 10-Q in which a key revenue line item was changed, by way of the NYT article it seems he's unaware of it? Good trading, Tom