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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (5484)	5/28/1999 9:04:00 PM
From: marc ultra	Read Replies (1) \| Respond to of 15132

Ian, now that Justa the peace maker has arrived I humbly apologize if I appeared to be inappropriately attributing thoughts to you. Have a nice weekend Marc

To: Ian@SI who wrote (5484)	5/28/1999 9:27:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

Semi Equips Ian: Re: "As usual, you're right." Tell that to my wife! HA Only wish I could have seen the post AMAT earnings drop in share price better. No matter what I might think about the drivers in the cycle, investors are focusing on the DRAM pricing situation. The action in MU and the semi equips yesterday show the market correlation at this point. We need MU trading above $40 with an improving or stable market for DRAMs IMO. MU to report week of June 18th as shown the MU web site. CC should prove interesting.