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Technology Stocks : Micron Only Forum
MU 285.43-2.5%Dec 31 3:59 PM EST
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To: Knighty Tin who wrote (34572)6/8/1998 8:56:00 PM
From: mike iles  Read Replies (3) of 53903
 
Mike,

This may have already been posted on your thread but there's an interesting interview in this week's Barron's with Joe Toms, a money manager who has recently changed from a bull to a bear ... lots of cogent reasoning.

When asked what he's shorting he said the focus was companies with a large global presence, are capital intensive and don't have a good pricing structure .... MU to a T (maybe not a global presence but they compete in a global industry).

'Hey, it's only an inventory correction' ... as Winston Churchill would say, 'some inventory ..... some correction'

regards, Mike
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