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Technology Stocks : Micron Only Forum

MU 207.36

+3.0%

Nov 21 9:30 AM EST

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To: Skeeter Bug who wrote (46106)	6/3/1999 6:15:00 PM
From: Thomas G. Busillo	Read Replies (2) of 53903

Skeeter, I don't know. IMHO, the one to watch from a short-term trading POV is the Robbie Stephens conference in San Fran at the end of July. My guess is that Dan Niles suddenly falls back in love w/ the stock regardless of the health of the PC market or DRAM pricing, raises his rating, and starts mentioning his goofy price targets again. Dow Jones and Reuters run comments from MU execs. touting their market share, cost reduction, and "price stability" regardless of reality or context. And of course, what late-July Dow Jones article on MU would be complete without the obligatory Dan Niles comments on rising DRAM prices. In theory, anyone smart enough to be a PM should be smart enough to view the above if it happens w/ the proper perspective. Good trading, Tom

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