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Technology Stocks : Micron Only Forum
MU 207.36+3.0%3:59 PM EST
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To: Jeff Leader who wrote (47153)7/15/1999 9:27:00 AM
From: Carl R.  Read Replies (1) of 53903
 
Jeff you said (But apparently it requires more intelligence than the average Wall St analyst possesses.) I expect red ink from MU for another 6-9 months MINIMUM.

MU has gotten harder to trade recently because Wall Street increasingly looks our further than 6-9 months. MU used to be easy to trade when you could look at the current quarter or the next quarter and anticipate what the stock price would do. But the market is looking further out all the time. I expect a pickup in DRAM sometime next year as various players divert capacity to other purposes, but I wasn't expecting this to be priced into the stock until this fall. Unfortunately Wall Street is ahead of me and is already pricing it in.

Carl
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