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Technology Stocks : Micron Only Forum

MU 285.43

-2.5%

3:59 PM EST

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To: Knighty Tin who wrote (37180)	8/10/1998 10:32:00 PM
From: Chas	Read Replies (1) of 53903

MB, OK, this is what I heard today: GTW has over 90k systems on backorder due to your;aware program, its hot. spot is 64M pc66 8.90-9.10, 64M pc100 is 9.50-10.00. Thats real spot not AICE. Micron is selling 64M pc100 8mx8 for .10-.15 higher, Samsung is up to .50 higher(this is normal). Dell appears to be strong, but no facts. Strong in Europe. I know that Dataquest is totally wrong, but I have sold the MU shares I had today and took a profit figuring it was under pressure. I will hold my calls and repurchase some shares once everyone realizes the DRAM market is tighter than being said by Dataquest. This is really way I like it, confusing like back in Feb. There is money to be made if the total market holds together. Thats my cut for what its worth, hope to see MU hit bottom and turn by the end of this week once the information settles out. good trading.

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