srid-
the worlds largest dram producer? maybe of 16Mb, but i doubt the outright world leader.
we are not ignoring the positive news, it is just that the news you think is positive, is not positive. so what if they are increasing market share. the only thing i care about is earnings. why is it that whenever there is a disagreement, one party HAS to state that the other lacks objectivity?
as for the movement today, i would put it in with the general euphoria nasdaq seems to be feeling. however, it won't last, so lock in profits soon. technical analysis aside, this one is not going to 70. when (and if) intel dissapoints, the picture today will be reversed.
srid--just remember one thing....margins. when they are going south look out below. this is merely an overeaction to last summer, and you should keep in mind that just because someone agrees with you, it does not mean you are both right.
good luck to all,
trey |
