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Technology Stocks : Micron Only Forum

MU 248.53

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10:41 AM EST

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To: John Graybill who wrote (41924)	1/6/1999 6:32:00 PM
From: John Graybill	Read Replies (1) of 53903

"A strong seasonal recovery in personal computer sales in the fourth quarter is extending into the current quarter, Kurlak said, stepping up demand for PC-related semiconductors." (Maybe compared to the third quarter, but certainly not compared to last year?) cbs.marketwatch.com (No specific mention of Micron.) "We expect 1999 earnings results for the industry overall to be mixed and we remain mostly neutral toward this industry group. However, growth continues for communications and networking related chips makers and for Intel and AMD as PC demand is accelerated by the Internet," said Kurlak. (I wonder if it was Merrill Lynch selling that 300K block of AMD this afternoon. biz.yahoo.com )

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