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To: A. A. LaFountain III who wrote (45845)	5/18/1999 9:27:00 AM
From: Thomas G. Busillo	Read Replies (2) \| Respond to of 53903

Tad, appreciate the feedback. I think my "problem" with you guys is that I look at you all through the eyes of a Philly sports fan. We're notoriously tough. We eat our superstars. We hate flash and style when it isn't backed up by effort and work. But all an athlete needs to do to be welcome in this town is to bring the lunchbox to work everyday. Those guys don't get the boos some others get because people know they're busting their guts trying to do a good job. My read on you is that you bring the lunchbox to work. I can't say that for some of your peers. I don't know. Maybe its some hang-up with "authority" or the impulse keep questioning the legitimacy of authority... ...which I conveniently blame all on Jesuit-education <g> Best Regards, Tom

To: A. A. LaFountain III who wrote (45845)	5/18/1999 12:45:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

>>this public defrocking thing has very little appeal.<< i disagree, tad. nobody here is railing against a single, unintentional mistake. people in your profession drive markets. the analysis on this company is so piss poor and crappy - and so consistently so - that 1. this bs is intentional or 2. these folks are utterly incompetent. the latter would have been unbelievable for me 2 or 3 years ago. although it is no longer unbelievable, it is still rather unlikely. that leaves #1 as the probable explanation. imho, a public scourging is absolutely appropriate when the most probable explanation is that competent people are manipulating data in order to manipulate markets. if it is #2, public scourging is also appropriate b/c these folks shouldn't be driving markets based on incompetence. they should remove themselves from the business. a single mistake, and an acknowledgement thereof, would not be looked upon badly in this forum. it would be totally respected as a once in a millenium event. -ng- >>but the fact that they are so easy to spot tends to minimize their damage (or at least creates substantial opportunity for those willing to take the time and effort to avoid assuming everything they read as gospel just because it's on a letterhead).<< tad, those assumers drive the market. so, one see the glaring "mistakes." one takes a position based on reality. one loses one's butt b/c the headline herd believes the headline. so, where was the advantage of analysis? >>So reload, but please don't point that thing at me! - Tad LaFountain<< tad, i've always had the impression that you have no axe to grind - even when we disagree. i'm sure you will think mu will be a buy at a price higher than myself. however, i don't think you will distort data, make $100 targets, claim dram prices will be stable for thext two years (at a price above current prices when the article was published!), claim korea has no inventory, claim - w/o proof - that mu is the lowest cost producer, claim microstamp will be selling billions in a few years, etc - ad naseum to make your point. oh, and misrepresent shares outstanding can now be added to that list! you will honestly put forth the facts and, in good faith, extrapolate to the future. when mu doesn't meet that future, i think you will be surprised ;-) good luck. oh, and tom is goooooood! :-)