Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 246.95

+4.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Trey McAtee who wrote (20110)	9/22/1997 3:31:00 AM
From: Skeeter Bug	of 53903

>>actually, this 4to1 crossover # we've been kicking around is wrong. if you take into account decreased module production costs (fewer chips on a module)and other factors, the # is actually 5to1. now, for anyone: how close are we to this?<< trey, the real significance is that this puts a lid on 16 mb pricing so any of the polyana, pie in the sky bulls who think dram is going to $7 in the near future is, shall we say, overly optimistic. the result? another q of lower asps for our beloved mu. significantly lower asps mean what? i hope by now everyone knows. the last time heads were in the sand quite a bit of blood flowed in the street. itrey, what do you think about puts on txn? i'm thinking of buying puts to calls at a 3-1 ratio as i've seen the light of hedging one's bets. the bulls are quite adept at turning an ant infested mole hill into mount sinai. i'd like to be covered in case the mu longs get ahold of txn as the next savior...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next