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Technology Stocks : Micron Only Forum
MU 258.46-2.0%Dec 11 3:59 PM EST

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To: TREND1 who wrote (28794)2/23/1998 5:59:00 PM
From: Skeeter Bug  Read Replies (1) of 53903
 
larry, have i been wrong about the direction of mu's eps other than a brief period where the koreans held back inventory? btw, that holdback came on to kill mu when the released all the inventory. on a macro level i've been right all the way. call that stupid if you want.

if supply were to shrink and demand expand then i'd turn the other way. problem is, whether you like it or not, it isn't going to happen on a real level anytime soon.
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