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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: Kerry Phineas who wrote (16033)	6/27/1997 3:04:00 PM
From: Peter Shaw	of 53903

Kerry, I don't know enough about manufacturing conditions to comment on the transition, but management has followed through with their stated gameplan. Their bitgrowth projections have always been on target (notice the slowing rate going forwards), and other statements about the market have been accurate. Perhaps difficulties do exist for the transition. They have a pretty long time frame for ramping production of 64's, so there can be more to the equation than they're letting on... Stock ain't doing so hot today, and the techs really do look to be setting up for a drop! My favorite shorts right now include GTW, MU, UAL (airlines look weak), and CPQ. I'd include INTC but the damn indexers are keeping that one up. All great companies, but oh such problems to be faced in the near future! Cheers, Peter Shaw

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