Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Short A. Few who wrote (47367)	7/29/1999 5:13:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 53903

Short a few, do not expect life to be so easy. This is a staggered deal, I think that INTC and TXN would be quite happy if the powers that be gets the price just to around $67 (they can fully hedge their position by many means then), but MU would like to see the forced conversion, which INTC and TXN would not mind since their "mutual fund" operations (Thanks Joan, a very nice terminology <g>) could even squeeze more. If MU gets its way, you should actually expect a run close to $100, otherwise they cannot hold the stock above $87 for the 20 out of the 30 days. If you can guess who has more muscles behind the :chinese walls", you can probably find out who will get his wishes MU or the convertible debt holders. Just make sure you are not left holding the bag when the street clamors $200 in a year or two when the stock needs to be kept between $87 and $100. And the "scenario" evolves as "planned". Zeev