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: Chas who wrote (47881)	8/29/1999 5:40:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

Chas, no, I appreciate it. Remember, I view the majority of these guys as overpayed 3rd basemen with rag arms who have .192 batting averages with runners in scoring position.... ...but daddy owns the team <g> At least the Merrill piece has an "edge" to it. If what they're saying about DUV steppers is accurate, fine. In theory, that's what "research" is. You're long because you think you should be long. Not because Dim Whit, Dancing Mona, et. al. think so. And that's how it should be. Good trading, Tom

To: Chas who wrote (47881)	8/29/1999 10:22:00 PM
From: Skeeter Bug	Respond to of 53903

chas, we don't shoot writers. the writers themselves ALWAYS beat us to it ;-) so, dram demand drops or, at best, stays flat for the next 2 qs - due to seasonal factors. this is going to create a capacity constraint. yes, that's right, folks. the lack of testers is going to prohibit any dram maker from increasing output for over SIX MONTHS! of course, if demand is flat and output increases... the author has a problem. oops, the author, whoever it was, already shot themselves with the stupid "logic" gun again!