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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	3/30/2001 11:35:31 AM
From: just hit it	Read Replies (1) of 37746

11:17 ET Micron Tech (MU) 39.80 -5.45: -- Update -- Micron opens lower and continues to sink; negative comments by Lehman's Dan Niles weighing on stock; he notes sharp increase in days of inventories to 120 days in Feb from 90 in Nov, saying that this "shocked" people given last week's comments from MU on inventory. He notes that many of the low inventory figures cited recently by MU and many foreign companies included only finished goods and are understated; instead of the 2-3 weeks of inventory cited by many, he believes that inventories are closer to 6-10 weeks when work-in-progress and raw materials are included. He also notes that the recent firming in DRAM pricing has reversed in the past 2 days. 10:57 ET Nasdaq : Nasdaq (1800 -20) sets up for test of 1794 intraday low established March 22. 10:53 ET BEA Systems (BEAS) 28 1/8 +1 15/16: -- Update -- Hearing that on a call hosted by SG Cowen, CEO stated that sales continue to be strong and pipeline continues to build; notes that this week's review of the order pipeline shows company could build backlog again in seasonally slower Q1.

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