Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Think4Yourself who wrote (1208)	9/26/2001 5:12:51 PM
From: Sun Tzu	Read Replies (1) of 95572

> I can get 128 MB for my PC for under $20 Man you are being robbed! CompUSA had them for free just a few weeks ago. Everytime the DRAM prices fall below freezing point they give'm away just for the cash flow they get from mail in rebates. But this did not stop MU from shooting up as soon as prices firmed before. So why should it be any different this time? > Prices will continue to drop until a major player is forced to shut down. It's been my investment thesis that MU was so favored because of the anticipated demise of weaker hands and the expectation that they will survive. I still believe in that plot, it's just taking too long. So when I get to it, I will buy the stock and sell overpriced options on it until it shoots up due to the consolidation. good luck, Sun Tzu

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