Zeev's Turnips Patch-No Politics (ZEEV)

[wstera2]

12:45 ET Micron still expecting stronger second half - Soundview (MU) 17.96 -0.40: Following their bus tour with MU, Soundview commenting that demand for the co in July and August has been uneven, although customers are still buying parts with the expectation of some back-to-school strength and a stronger 2H02; co estimates capex this year to be $900 mln and $1.1 bln in 2003.