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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: IceShark who wrote (77714)3/9/2001 6:02:22 PM
From: mishedlo  Read Replies (1) of 436258
 
Ice - here is answer on POS.

From John on SI
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Don Green reported on RMBS thread eariler this week that Hyundai AMercia defaulted on debt and postsed today that they are curtaining DRAM production until prices are higher. Correspondingly, spot market prices for 128 MB DRAM were up $6 to $42 today. I see real short squeeze coming in memory until at least they get back to fair price of about $70-80. Hyundai is going to be the worst off with all that debt and now cutting production until prices get back in line.

I will go long MU and RMBS as soon as blood is stop being spilled Mon or Tues.

john
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