Fleck, since X% of sell-side research on MU is the theatre of the absurd, what about taking the next illogical step?
Micron - the musical!
No, no, no...that won't work. Sounds too much like "Tron" (that was Disney wasn't it?)
We need something that mixes the familiar...
Something with legs...
Something we can keep on Broadway and also roll-out in national tours...
And definitely something that sort of plays on the "superior firepower bogged down in a quagmire" theme of this industry...
MISS MICRON!
Here's what I sketched out so far.
(Sung to "The Heat is on in Saigon" from Miss Saigon...not that I'm a real theatre queen or anything...at this point, I'm really just an apprentice theatre queen...and proud of it, baby! C'mon, the theatre's great...and as far as that goes...it's just, well...am I the only guy who ever ended up having a lot of interests they never thought they'd have that looking back really all just started with wanting to get into a certain young lady's [heart]? <g>)
Anyway...oh and please bear in mind...this is called satire.
Miss Micron
The heat is on in Micron
In fact it's hotter than hell
One of these nudniks will be Miss Micron
God, the tension is high, not to mention the smell
The heat is on in Micron
And the DRAM war churns on
But go and buy, what the hell!
Ah, monsieur Kipp! Monsieur Don!
You've come to tout up Micron?
I gotta get my friend rich
He wants to buy a new yacht
Well, maybe now just a pool.
The heat is on in Micron
But 'til they tell us we're gone
We'll sing our worn siren's song.
See my new research, it's made to move size
Don't you enjoy how it spits in your eye?
Just don't recall I said “BUY” at the high
My sheered-sheep trophies of war
Hedge funds, they bang down our doors
Levitt's tied-up on the floor!
The heat is on in Saigon
Is there a scam going on?
Don't ask, we ain't gonna tell.
Market your garbage, to CNBC brass
Can't see a thing with their heads up their ass
Pull the right strings and you'll look like first class
I'll make you the ax cheri,
You give your research to me
Then it comes out Maria B.!
I'm 28 and I'm new her today
Those lessons in B-school seem so far away
I'll close my eyes
And just tout for my pay
I threw ideals in the sea
For 100K and a Klee
Those Chelsea co-ops aren't free!
The converts hang like a noose
Is it 6 months or 5 years that they got?
This one could be their last shot
So let's to put it to use.
Tonight I bet that you and I'll get along
We'll throw the fundamentals out
Sing a song
Mona!
Danny!
Lazlo!
And all!
Attention, attention, s'il vous plait!
By popular demand
Miss Dan Niles is elected Miss Micron!
The heat is on in Micron
And things are not going well
But still on Monday
The party goes on
Someday you'll party in hell |
