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

To: Knighty Tin who wrote (78063)	3/17/2000 7:00:00 PM
From: Freedom Fighter	Read Replies (1) \| Respond to of 132070

Mike, Seriously, when DRAM spiked to $25 I could see some people making a case for MU. Personally, I thought something like that was relatively meaningless to the value unless you could make the case that Taiwan was out of commission for a long time. Since then, DRAM is in a death spiral. Even the earnings estimates are coming down. Yet despite that, everyone and his mother is upgrading the stock. I understand that some analysts are making the case that the switch over to Rambus will remove capacity for DRAM and that will help Micron. I also heard that Micron has been telling analysts that they have their costs way down. But best case scenario they can't duplicate their last quarter and it should get worse from there. Even if they have costs down and we do get an uptick in DRAM in the next few months, they still can't make anywhere near enough money for this to make sense. It looks like a short squeeze right now, but it smells like a rig job overall. Wayne