SI
SI
discoversearch

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: Zeev Hed who wrote (50848)3/17/2000 7:46:00 PM
From: Steve Robinett  Read Replies (1) | Respond to of 53903
 
--Zeev
I did pick up the suggestion of "death spiral" converts from the exchange of posts you mention. Sorry about my own misapprehension of what you were saying. The real question in all this talk about convertible debt is the impact any conversion would have on MU's common. Some dilution, obviously, but it seems to me the total number of shares involved--20 million--could easily be absorbed without a problem by MU, certainly without sending MU into a tailspin. What I suspect will send MU into a tailspin is an earnings shortfall. Whether that will come Tuesday or later will be interesting to see.
Best
--Steve



To: Zeev Hed who wrote (50848)3/18/2000 12:33:00 AM
From: Larry Brubaker  Read Replies (3) | Respond to of 53903
 
<<Shorting companies with floorless instruments is like shooting fish in a barrel.>>

Zeev, even the floorless dogs have made big moves lately. WSTL, WAVC, WEBB, to name a few. This market is getting so nutty, you can't even count on finding fish in a barrel any more:-)


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News