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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: carpe diem who wrote (631)8/7/1997 10:42:00 AM
From: wiz   of 1124
 
carpe

You said the Boise MU was "loaded". Are you sayng they are going full shifts, full capacity? I knew it was MUs strategy to lay back and "play" the current generation for all it was worth. It looks like that is what they are doing, and that it is working out. Do you have any idea how they are doing for yeilds? I know they were pretty low on the 16Mb chips a while back.... relative to how high they got toward the end of the 4 Mb cycle.
Interesting that (whats his name...) Lowery left the company, when it would now apear things are going well

I jumped in a little soon on half my short at 56, next quarters earnings will disapoint.... that is until the great MU spin!-g-

Mark
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