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Technology Stocks : Micron Only Forum

MU 287.97

-1.6%

11:13 AM EST

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To: Skeeter Bug who wrote (37124)	8/8/1998 11:22:00 PM
From: Knighty Tin	Read Replies (2) of 53903

Skeets and All, Eric Savitz in Barron's rips the face off the DRAM bulls. As he states it, their story sounds good about a price recovery until you realize that it is a total fantasy. Gee, where have I heard that before. <G> This DRAM scam was different. It has been almost all PR/BS with little temporary holding back of production or storing of inventory. That means we have to expect it to have a much shorter coattail than the previous two scams. I was thinking mid-October for it to completely fall apart, but now I'm thinking early-September. MB

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