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: Fabeyes who wrote (50982)	3/25/2000 8:23:00 AM
From: Earlie	Read Replies (1) \| Respond to of 53903

Fabeyes: Glad to see you around again. I've been busy with other things but not so much that I don't keep a finger on the pulse of my favourite memory stock. Glad I don't have exposure to this latest squeeze, but will join the party shortly. It will be interesting to see how Fidelity , Capital, and the rest of the big holders handle the scene once the conversion takes place and the new debt paper is sold. Probably worth the price of some D-O-O-T-M puts just to see if they can keep the exodus orderly. (g) Like you, I know that MU is in trouble on the "cost-to-produce" front, particularly compared with the big Asian producers. I also know, as do you, that this "shortage by year end" story is silly, given the current inventory levels, yield improvements and soggy PC market. Inventories are high at most producers (which is known, but rarely mentioned by analysts) and are also high at the box builders' shops, due to the past fall's mad buying panic (which is either not known or not mentioned by the analysts) With Fido et al hard at work running the shorts into the ground as a means to ensuring that the current debt is converted, it makes more sense to simply watch from the sidelines. But with TXN, INTC the employees and many, many others likely itching to be gone, I expect a slide on the backside of this orchestrated dance. Unless of course, Fido and Capital decide to buy all of it. (g) Best, Earlie

To: Fabeyes who wrote (50982)	3/25/2000 9:03:00 AM
From: nolimitz	Read Replies (4) \| Respond to of 53903

Man I want some of that migraine medicine. Your comparision of MK to Mu is pretty funny. Under Aggee, Mk tried to get into everything from mining to railroads, and ignored the core business of eng. projects. Aggee and his wife were personally bleeding the co. dry with jets, mansions in Palm Springs, multiple homes world wide all with co. cash. Sure SA is getting rich running Mu, However there are a lot of run of the mill folks there who after years of hanging tough are now able to walk away set for life. I'm not talking just the VP's. You really are bitter aren't you. Life is to short man let it go. You may have fewer migraines in the future. Best of luck with your new job. nolimitz