Trey, Glad to see you back. I thought you had been captured by Aggies.
The price on MU is whacko, but at least it makes some sense this time. DRAM has gone up with the Koreans holding back as much as 3 months worth of inventory. How long they can keep it up is the guess. Also, MU's eps will not be impacted that much. Still a lousy price, net.
Oh, well, I can soothe my bruising here with the aloe of Atmel crashing and burning. Funny thing, doesn't MU make flash, or, I should say, try to make flash, too? -g-
MB |
