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To: zsteve who wrote (48805)9/30/1999 12:39:00 PM
From: Michael Bakunin  Read Replies (1) | Respond to of 53903
 
DLJ is predicting a spot price collapse, according to Briefing, while SSB continues the reit love-in: 09:06 ET DRAM Update : DLJ thinks that the PC shortage will cause 5% DRAM oversupply in 4Q99; expects a significant correction in the DRAM spot price to occur during Q4. 12:04 ET Micron Technology (MU) 68 5/16 -3 11/16: --Update-- Salomon Smith Barney downplays talk of DRAM oversupply; reiterates "buy" on MU and $120 price target. -mb



To: zsteve who wrote (48805)9/30/1999 12:42:00 PM
From: zsteve  Respond to of 53903
 
dumped jan puts, now let's hope a dead rat bounce to over 80 <g>eom


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