Trey, you're right. KC linked it (sorry) and it's a pretty good piece.
techstocks.com
My broker screwed up @ settlement on my Jul 47.5p's, making me more than a little unhappy given what happened Monday, so I'm probably sitting on the sidelines until this gets resolved.
Also, this may be totally dumb, but...
The Robertson and Stephens semicon conf. starts next Tuesday.
I would assume that we'll see something from "Junior" (a.k.a. Dan Niles) on MU and it will be positive. That's a total assumption on my part, and I could be wrong; however, the guy has liked MU, his firm was on the tombstone (published in today's WSJ) for the converts, and the game's on his court.
Obviously, not the only variable. And maybe not even relevant, but it's something I'm watching.
Good trading,
Tom |
