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To: Haim R. Branisteanu who wrote (3878)7/14/2000 2:33:37 PM
From: IceShark  Respond to of 436258
 
I don't think even the insiders know what is really going on.

Besides, GTW is no longer a boxmaker, so wouldn't have a clue. They have moved on "out of the box" to selling fried chicken and magic knives that can cut open a beer can and still give you paper thin slices of tomatoes! -g-



To: Haim R. Branisteanu who wrote (3878)7/14/2000 2:42:00 PM
From: chic_hearne  Read Replies (1) | Respond to of 436258
 
Re: GTW said chips are plentiful and MU goes up....... well transparent information

Haim,

The ENTIRE Q1 DeeRam prices were falling almost on a daily basis and the ANALysts kept pimping MU. MU missed even worse than I thought they would. They came in lower than the lowest ANALyst estimate. Are they dumb or are they crooks, or both?

chic



To: Haim R. Branisteanu who wrote (3878)7/14/2000 3:34:31 PM
From: pater tenebrarum  Respond to of 436258
 
it's WS logic...see Fleck's comment on MOT...the denseness apparent here is amazing. it really has become a casino.