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Technology Stocks : Micron Only Forum
MU 225.89-1.1%Nov 19 3:59 PM EST
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To: Zeev Hed who wrote (47061)7/11/1999 12:55:00 PM
From: Skeeter Bug  Read Replies (1) of 53903
 
>>the thesis is based on the fact that neither INTC
nor TXN are dumb, nor are their investments bankers on the street, with their horde of
analysts. I think that shorting here is dangerous.<<

zeev, i thought the thesis had to do w/ mu wanting conversion, not intel or txn. if i were those guys, i'd want the paper b/c when mu goes under, they have first rights on company.

am i confused on this?
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