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 276.28

-0.1%

Dec 23 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony M. who wrote (5648)	12/10/1996 1:16:00 AM
From: Jerry Denkera	of 53903

Tony professional traders of semi's have given up on the BTB as have the professionals in the industry.Hence BTB will no longer be gathered by SIA.Dram volatility and Intel's lack of CPU shipments makes the number to difficult to be an accurate gauge of business. It is interesting that if you go back to the days of weak BTB numbers the bulls dismissed the data as being worthless because dram prices were falling and giving the rest of the industry a poor reading of business.Now that the numbers on the surface seem to be better suddenly this data is important. The market will move because the herd likes techs right now but a poor showing by a group of semi companies in the next quarter if it happens will turn a lot of people off and if you add a poor showing in the personal PC sector if it happens will be a one two punch. Regards Jerry

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next