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Technology Stocks : Micron Only Forum
MU 246.95+4.1%Dec 8 3:59 PM EST

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To: Don Additon who wrote (2425)9/17/1996 2:15:00 PM
From: Trey McAtee   of 53903
 
don--
mot's problems are based on them not supporting GSM, so their cellular business is being hit hard. it wont go on much longer, but it will hurt.IT is a good short at current levels.

DRAM has bottomed, and MU is in a good spot since the #1 competitor is getting out and MU is the low cost producer.
you see these things go in cycle. memories are hit first then, the ASICS, ETC.

what you and mr.wizard need to understand is that potato head sold in july to cover margin on copper speculation. he had no choice.

dont fight the trend, move with it.

good luck to all,
trey
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