Grimster, I see on Jag Notes that M & L RESEARCH disagrees with you too. In your favor, I noticed a couple of firms had reiterated their "hold" recs (no buys listed there). One pointed out that 16 MB DRAM prices expected to continue declining throughout 1997. M&L calls it thus:
Momentum Buys: PROX,SVU,DH,KSS,KM,TOY,MCIC,F,BT,RLM,TV,CAMP,MFN,T($52 3/4)
Momentum Sells: IFMX,MSFT,LRCX,CSCO,ESST,TAN,MACR,ADBE,ADI,COMR,BCR,EMR,BNI, MGG,RDA,CL,NETG,MDM,MEL,BOST,GAR,GPS,INF,OH($27),MU($30 1/4)
212-286-2024
Of course, everyone knows you're a lot smarter than all these, so-called experts! ;-) |