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Technology Stocks : Micron Only Forum

MU 207.36

+3.0%

Nov 21 9:30 AM EST

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To: Earlie who wrote (26066)	12/24/1997 9:33:00 AM
From: Thomas G. Busillo	Read Replies (1) of 53903

Earlie, my birds are grounded so these are totally hypothetical: short - MU (First Call projects three Q's of losses?); NVLS (just a play on expectations of more order cancellations in the sector); TXN (as much as I like it L-T, expect DRAM losses to dampen EPS) long - LU (if it's a growing mkt., they're in there), CA (large-cap software for non-fans of Ellison and the Gates irregulars). Whimp? No, just "prudent"...or as prudent as I can be off the top of my head <g> Happy Holidays, Tom

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