Skeeter,
I appreciate your comments, I figured you would not give Montgomery any credit, or whittington. I remember the guy, you must have lost money on his analysis, Jonathan Joseph seems to do his homework and had more facts in his reports when he was at Montgomery. I would appreciate any posts of his latest on DRAM. I think he is with Smith Barney or Soloman.
I cannot comment on what the government did or did not find in the dumping investigation, but creative accounting are some companies forte. I would love to have hours to go back and find other sources but it really doesnt matter to me how many sources I have to post, you are not going to agree, and maybe you are right, I have to believe Micron does seem to be ahead of most of the DRAM suppliers in Technology shrinks
and it may suggest an advantage of 4-6 months right now.
I am not a Micron fan, just like the particular play right now with DRAM. could be right could be wrong.
As to your comment on DRAM buying due to Y2k, go ahead and quote your source, its a ridiculously idea.
I also think your comment on flatness with PC's is off too,
Dell is blowing it out right now and so is Gateway shipments so at least from two guys I track; maybe you are referring to the Bestbuy consumer stuff. It doesnt appear
the PC market is flat from my view, and would appreciate any
sources you might have on this topic.
Good trading. |
