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

To: Earlie who wrote (81191)	5/26/2000 9:04:00 AM
From: cardcounter	Read Replies (1) \| Respond to of 132070

where do you check your dram prices? i found www.aice.com and I would imagine blooomberg has some functions (post the keystrokes if you know em) what do you consider to be the relevant index or the most indicative chip price or prices? I concur on PC box sales dieing .. box sales (pc systems & other) account for only 6% of MU's sales... but you have to be pretty aggressive to short at these levels... the last Fed hikes will likely be in September and a rally will likely occur after the June Hike... (even if Gore were to win) There's not a whole of upside left on shorting MU , imo, at tempting as it seems... I can't really see this think going below 50 at worst.. It does seem a little range bound and to that extent I think I may short it around 70 if it pops its head up... (sorry for the technical babble) and as for DRAM its expected to bring top lines of quarterly 1Q98 440.1 2Q98 283.4 3Q98 290.2 4Q98 377.4 1Q99 437.5 2Q99 697.1 3Q99 593 4Q99 820 1Q00 A (11-99) 1339.5 2Q00 A (2-00) 1152 3Q00 E (5-00) 1300 4Q00 E (8-00) 1600 1Q01 E 2000 2Q01 E 1750 3Q01 E 1900 4Q01 E 2300 From this mornings numbers.... on bloomberg "Backlogs at Intel Intel Corp., the world's largest maker of computer chips, is among those finding that demand is outstripping supply. The company, which has sold out of some products because it underestimated demand, said this week it is spending $2 billion to expand a New Mexico plant. Today's government report showed that electronic equipment orders slumped 20.1 percent after a March increase of 8.9 percent. Electronic goods include communications equipment, appliances and video equipment, as well as semiconductors, circuit boards, capacitors, resistors, coils and transformers