Those who read that fleckenstein contrarian view and believe it must be a bit disappointed today.
When the spot is going up like this, eventually somebody
is going to tout MU, like these analyst today.
I am in and riding this one hopefully to a higher price from here.
I hear Spot is good for a least $17, who could have predicted this one, wow.
Fabeyes comments on Koreans ramping, I have not seen evidence yet that is true, but anytime something like this happens, everyone is going to get some volume rolling.
As far as the PC market being flat, is not true at the Large PC guys, GW is running 7 days a week now, Dell is working nights and weekends now. HP is very strong. Sorry,
maybe its the Microwirkz guys he is referring to,chap11.
Taiwan has dumping duties to contend with as well as some of the others. Micron needs to perfect their .18um and maybe by Q1 something will break out.
Anyone have a comment on how long to hold on to MU on this exceptional ride?? 90 does not seem far away now..
Good trading. |
