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To: John Graybill who wrote (47684)8/16/1999 2:54:00 PM
From: zsteve  Respond to of 53903
 
John,

RE-RMBS

new news but old stuff. funny thing is RMBS is down now. people may be concerned RMBS insider selling and Intel's support of PC133 DRAM. no idea any impact on MU for short term.



To: John Graybill who wrote (47684)8/16/1999 3:03:00 PM
From: Jeff Leader  Respond to of 53903
 
Thanks John. Maybe GS is getting people out today <g>. Their Sept 70 puts are looking pretty good.



To: John Graybill who wrote (47684)8/16/1999 4:34:00 PM
From: John Graybill  Read Replies (2) | Respond to of 53903
 
And the winner of the "right numbers, wrong direction" award goes to:

Warburg Dillon Raises Price Targets For Intel, Micron (INTC,MU)

In a related move, Mischou raised his price target for semiconductor concern Micron Technology Inc. (MU) to $70 from $60.

The analyst said the strong PC demand is in turn improving DRAM demand, ending that industry's over-capacity problems.

Warburg currently has both stocks rated at "buy."

newsalert.com



To: John Graybill who wrote (47684)8/16/1999 7:21:00 PM
From: put2rich  Read Replies (1) | Respond to of 53903
 
John,
Did you reshort before the close? Do you suspect that MU can be a couple points higher tomorrow so you can reshort it? If it rises small are you still short for the ride down or too risky?
Thanks