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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (76864)3/1/2000 6:13:00 PM
From: Don Lloyd  Read Replies (1) | Respond to of 132070
 
MB -

[[...I know it is a silly question in the case of Niles, but were the business conditions mentioned at all?]]

DRAM prices up 25% after big fall, business PC's picking up, Gateway more confident. Undoubtedly a PC Orbital Summer. -g-

Regards, Don



To: Knighty Tin who wrote (76864)3/1/2000 7:33:00 PM
From: Mike M2  Respond to of 132070
 
Mike, Niles blamed much of his optimism on the companies ( MU) recent comments about stronger demand - I have heard that every quarter DRAM prices hit record lows and pop up now demand is strong. I didn't listen to carfefully - i was busy cussing Maria! ho ho ho Zeev's forced conversion scenario has come back from the dead. -g- Mike



To: Knighty Tin who wrote (76864)3/1/2000 9:52:00 PM
From: Joan Osland Graffius  Read Replies (2) | Respond to of 132070
 
MB, >>I know it is a silly question in the case of Niles, but were the business conditions mentioned at all?

Niles said that demand was out striping supply. He noted that the box-makers were ordering. There was another deadfish from another house that put a price target of $200 on MU also.

I have some puts in the 80's and trying to figure our haw to play this beast. <g> Got any ideas?

Joan


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