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Technology Stocks : Micron Only Forum

MU 232.59

-2.1%

3:59 PM EST

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To: Bipin Prasad who wrote (37602)	8/18/1998 3:14:00 PM
From: Trey McAtee	Read Replies (1) of 53903

insook-- i'll be honest. i hate MUEI, and i dont understand why people even bother with it. of all the PC OEMs, this one has been the worst. you have a lot of negatives on it from the long side. MU still holds a lot, so you could see increased supply which isnt good. all in all, i will let it do its own thing. i would recommend staying out of it. just stick with CPQ<G>. on the semi equip cos....you are thinking short right? i havent looked at an options chain on AMAT yet, but intend to as soon as i get a moment. it appears that the sector really isnt going to recover in the near term, so i think people are buying in the face of what could be a very bad time ahead. i look forward to comparing notes with you and others on this. i dont think the big semi DT is over yet, it just still looks too bloody. anyone out there have any thoughts...long or short? on the fed...maybe sept or oct. i am looking for a big downturn in the dow during that time, and the psychological effect on the economy may be enough to make the fed ease rates. i think that will be what causes the market to stabilize, and then the assault on dow10k begins. i'll tell you when we are buying puts on the dow. right now we are buying calls. good luck to all, trey

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