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Technology Stocks : Micron Only Forum
MU 276.58+4.0%3:59 PM EST
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To: IceShark who wrote (51880)9/24/2000 12:35:34 AM
From: mishedlo  Read Replies (2) of 53903
 
My position is - INTC 50 calls as of FRI - Way oversold may bail quick on a DCB.

No position in MU - Could break either way short term - But it is not a stock I would like to hold so no position.

RMBS obviously long. BUT with calls only. If RMBS loses case against Infineon it will plunge 60% or more - I would rather lose 100% of a stake in options than 60% of corresponding common.

That said the market is reacting as if it knows the answer. You think MU is tanking on its own accord but I disagree.
MU is down AT LEAST PARTIALLY because of RMBS.

RMBS up and INTC down 20% is simply amazing. It really is, unless you are blind you have to admit it!

I would sell RMBS on a down break of 75. In spite of numerous chances in a very weak market, in spite of all the DDR FUD, and in spite of INTC falling 20% in a day - RMBS rose.

ARE YOU BLIND?

We are almost close to reasonable discussions here - in spite of all the name calling.

I believe semis will paek this year. I might even buy RMBS puts later, INTC PUTS and/or AMD puts. Too early to tell.

Right now the TA says RMBS UP - MU down.

If my analysis was incorrect on how this convertable stock works I apologise to the thread.

That said - I sill believe MU to have stolen technology from LU as well as RMBS!
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