Dell's Daytraders Decision Site Message Board

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Technology Stocks : Dell's Daytraders Decision Site

DELL 146.68

-1.7%

Nov 7 9:30 AM EST

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To: michael norris who wrote (629)	8/7/1997 4:41:00 AM
From: carpe diem	of 1124

Michael, I live in Boise, Idaho and work for a Semi company. Micron has had 7 successful shrinks of its 16 Meg Dram. The Rumor is that even with the horrible ASP, average selling price, they will be quite profitable again. Micron is recognized as the worlds largest 16 Meg Dram supplier, even Samsung agrees. But, The Boise site is 100% loaded. It does appear that in spite of Micron's denials, the Utah site will be underway soon. This will be another $billion PLUS in expense before any revenue. I missed the runup and wont buy at this level... My strategy is to consider short sell or buy Put options just prior to the next earnings release. The 64 Megs from the Korean, Japanese and Taiwan Companies will be pulling down 16 Meg prices at a time when Micron MUST expand. This steep increase in Micron Price is setting up for a short sellers opportunity. Good Luck, carpe diem

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