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To: Steve Lee who wrote (51344)5/31/2000 4:24:00 PM
From: jhg_in_kc  Read Replies (2) | Respond to of 53903
 
He is basing his prediction on DRAM shortage and higher prices for DRAM, plus higer proportion of revenues coming from server demand, I think he said.
Why would he go out on such a limb, if it is not even remotely true. He likes MU even over INTC< he said.
Coming from the man who blew the whistle on Dell, this is not just your average fool pumping a stock.
Is he completely off base? Why is everyone a bear on this thread. Are there no longs at all?
jhg