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: John Graybill who wrote (50292)	1/10/2000 11:42:00 AM
From: Bob Howarth	Read Replies (1) \| Respond to of 53903

From fundamentals, I am looking for Windows 2000 theme to evolve. Lots of high end work stations / PCs with 128MEG minimum, shipping end Feb means vendors must assure DRAM supplies in advance. I am hoping MU has locked in solid prices for contracts. Absense of knowledge or of analyst comments/support (would love to hear Niles say something positive) may well support your short term selloff hypothesis.

To: John Graybill who wrote (50292)	1/10/2000 1:24:00 PM
From: Land_Lubber	Respond to of 53903

John, Thank you very much for your post. The time you take to share your analysis and insights is very much appreciated, even if we don't mention it each time. I've got a small additional allocation today to my MU trading capital. I can't decide for the life of me what to do with it. I'm almost tempted to put it on another stock because I truly can't fathom MU at the moment. Maybe no one else can either and that's why the volume is so low? If I had to decide, I would go short for the pre-expiry dip. But I agree the surging indexes and the flat line is a powerful disincentive to doing so. Land_Lubber