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 244.90

+1.6%

Nov 12 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: GoodQ who wrote (53424)	1/2/2002 3:12:05 PM
From: Chas	of 53903

Samsung, Micron, Elpida, are all raising prices so I would be cautious shorting Micron. MU tends to do the opposite sometimes. PC slow or not, folks at Frys are still lined up to buy new systems and upgrades. On the other hand some are mumbling about DDR prices. I think there maybe some that will stick to Motherboards that offer both SDRAM and DDR sockets and will use sync that they have and switch to DDR later. (based on some that I talked to and my decision as well). Unless you are looking for every ounce of speed and willing to pay for it, I would rather buy the 40G 7200RPM drive for $89 than buy new DDR memory. So if you feel the same you might still think a short is in order, but demand for DDR for Graphics is the trend and all will switch eventually by 2H. The DRAM suppliers will make less and less sync and the price will be the same someday or even more. well who knows... Good luck on that short. I sold my MU today at 33 but looking for a better buyin level.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next