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

To: TREND1 who wrote (49064)	10/7/1999 1:44:00 PM
From: zsteve	Respond to of 53903

reason? because our great DanN boy upgraded MU ( target 200 again) few days back. <g>

To: TREND1 who wrote (49064)	10/7/1999 1:50:00 PM
From: Bipin Prasad	Read Replies (1) \| Respond to of 53903

Actually DLJ came out with "usual" so MU is down. ML & SB are going to defend it this afternoon. Let's see who is gona win (^_^). later, InSook

To: TREND1 who wrote (49064)	10/7/1999 2:01:00 PM
From: Sridhar Srinivasan	Respond to of 53903

Larry: The real FA reason: HAL said so. Is he not the new uncle Alan for chips now or atleast MU? (G) Impeccable track record the last few days. Even the most fundamental of believers in FA may have to concede and be convinced that HAL knows his (or her?) stuff.

To: TREND1 who wrote (49064)	10/7/1999 2:02:00 PM
From: Joan Osland Graffius	Read Replies (2) \| Respond to of 53903

Larry, >>Maybe dram prices have dropped or some thing like that ???? CNBC just gave information from a couple of houses that DRAM spot prices are down and now believe they will be around $7 in the future. I did not hear the MU $150 stock price being touted. <ggg> Joan

To: TREND1 who wrote (49064)	10/7/1999 4:58:00 PM
From: DJBEINO	Respond to of 53903

Dan Niles sees weakness in servers and PCs. Related businesses have announced shortfalls. Concerns for hardware. biocognizance.com

To: TREND1 who wrote (49064)	10/7/1999 5:02:00 PM
From: DJBEINO	Respond to of 53903

Dell Says Taiwan Computer-Chip Production Is Recovering NEW YORK -- The short-term situation for Taiwan computer component production is "favorable," said Dell Computer Corp. Vice Chairman Kevin Rollins. Production of chips for Dell's computers was interrupted because of damage from a recent earthquake. "Many of the critical suppliers are coming back on line," said Rollins. "We're working very hard to reinstitute supply lines and get logistics working, and so far, so good." Rollins said it isn't yet clear what the long-term impact of the earthquake may be. However, he remains "bullish on the industry at large," for which he expects a 14% to 18% growth rate, driven by both consumer and corporate sector growth. Dell (DELL) has seen an 85% annual growth rate as of the second quarter for its enterprise products category, which includes servers. "We're moving our model from a physical-direct to an Internet-direct model, and that's driving a lot of the growth," said Rollins. Copyright (c) 1999 Dow Jones & Company, Inc.