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Technology Stocks : Micron Only Forum
MU 230.24+2.5%Nov 26 3:59 PM EST

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To: Trey McAtee who wrote (325)6/13/1996 10:13:00 AM
From: Adrian Wu   of 53903
 
Trey,

Don't mention Dorkman! He caused me to lose much sleep and money on his "tip" of the impending Amgen takeover. That guy is full of shit and should be investigated by the SEC. His take on MU was probably an attempt to cause a short term rally, so that his friends can get out of the stock at our expense. Otherwise, how could he paint such a rosy picture when everyone else, Rick Whittington included, was so dire about DRAM pricing?

I am a Micron bull, although I have resigned to the fact that it will be some time (at least 18 - 24 months) before the price breaks 40 again. The company has good management (as long as Appleton and Lowrey are not at each other's throat; we need them both), and may even give us some surprises if other developments turn out well.

Good Luck

Adrian
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