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Technology Stocks : Micron Only Forum
MU 226.65-3.2%3:59 PM EST
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To: Trey McAtee who wrote (37660)8/19/1998 10:30:00 PM
From: Bipin Prasad  Read Replies (2) of 53903
 
trey,

1. I don't bet on bearish stance yet. I'd use dip to sell more puts/or
buy stocks when they hit my target prices till end of aug.

2. re: National Semi,
Most semi investors these days are well informed enough that most of
them know CYRIX / NSM is losing big time because they are after
INTC and INTC is winning. Also DSP is in big time and analog is out.
It's good news for INTC and TI. MU is in DRAM biz unlike NSM
or LSI.

ps: One thing I do not understand is why NSM gave the same warning
twice within 6 days unless they are in real trouble.

3. We are witnessing distinct winners and losers in semi wars.

later,

InSook
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