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Technology Stocks : Micron Only Forum

MU 344.97

+5.5%

Jan 9 3:59 PM EST

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To: Knighty Tin who wrote (37181)	8/10/1998 1:44:00 PM
From: Bipin Prasad	Read Replies (1) of 53903

Mike, Now they are stuffing the channel again. Which means another Black Christmas for the boxmakers and the chippies. Here's my point. We know that CPQ's inventory is less than 2 weeks now. They have to stuff the channel now for that's how they do business. Your assumption "Black Christmas" can be right on the money or fall apart. Nobody knows till the time comes. It's smart to have some protection for black xmas, but it's over done if we don't even take advantage of known facts in our present investment for fear of unknown future info. Let it ride when we have a chance now, right now till we have different info in the future. PS: I know you won't change your opinion on chip and box makers. Just hope you can take advantage of seasonal ride. later, InSook

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