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Technology Stocks : Micron Only Forum
MU 231.93-2.3%2:22 PM EST

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To: Sridhar Srinivasan who wrote (48792)9/30/1999 11:57:00 AM
From: zsteve  Read Replies (2) of 53903
 
Sridhar,

some things to consider:

1), how much 'earnings' will MU will report, and how much MU will earn next year to support a P/E over 30?
2), we didn't hear more 're-it's for a while now. has someone leaked something to those 'dear WS rat' analysts that we didn't know?
3), will Intel and TI take huge profits on MU stock in near future?
4), according to our dear 'DanNiles' boy, OEMs cancelled some CPU orders from Intel. if that is true, what that means to PC market? is it really so hot?
5), how long the DRAM spot price spike will last? do MU has the power to have most OEMs sign contracts with those inflated prices?
....

not too many positive things to think for me

good trading
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