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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: yard_man who wrote (115398)	8/2/2001 5:22:32 PM
From: patron_anejo_por_favor	Read Replies (3) of 436258

If anyone cares about fundamentals, DRAM prices are at an all-time low (even with the red-hot computer "back to school demand spike" underway!) dramexchange.com BTW, did anyone else see Craig Barrett on BubbleVision with his allegedly "bullish" comments? What he said is that demand would pick up in the third and fourth quarter due to usual seasonal demand factors, but that he saw no evidence of an economic rebound in the US or overseas to drive any sort of "secular" increase in demand. Far from bullish, but they ran it anyway, which is why I shorted 'em just before the close. DELL and POS look ripe, too.

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