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Strategies & Market Trends : Steve's Channelling Thread

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To: Sully- who wrote (18513)	6/21/2001 7:30:19 PM
From: Zeev Hed	Read Replies (5) of 30051

My guess that the BTB will rise a little was right, actually the revised April BTB is 43.6%, while the May is 46%, but that happened as I suggested because shipments were dropping faster than bookings (well I thought bookings would stabilize around the $750 MM level, another miss). I just do not see how any analyst is going to put a happy face to that, but who knows. MU came up with a very bad report and they are barely touching it. I had MU going to $35 by the end of this week, maybe we still have time, but I may miss that one as well. Jay, if you are still short MU, you may want to consider covering some on the early sell off tomorrow. $42 to $35/36 is not too shabby. Zeev

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