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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (51881)	9/24/2000 7:33:42 AM
From: Steve Lee	Read Replies (2) \| Respond to of 53903

I believe the name calling is a result of IceShark's previous disastrous RMBS short just before it rose 400% this year. Maybe I am wrong though, cos he was pretty abusive back then, when I was trying to educate him and save him from his impending losses. He has still never thanked me and what is funny, still thinks he is right. Probably not enough sleep from having to put in 16 hour shifts to pay the bills <g>. Of course, we are both stupid cos MU is going down due to the price of DRAM. I woulda thought that would affect RMBS too seeing as their income is derived from royalties calculated as a percentage of DRAM sales?

To: mishedlo who wrote (51881)	9/25/2000 3:04:38 PM
From: Estephen	Read Replies (1) \| Respond to of 53903

I see Micron is breaking down to the 49 support level.. As you have pointed out, from their roadmap, Micron is IN a failure mode w/ their future staked in DDR. I think they'll hit bottom in about 9 months and require a two year crawl out period. $9 per share is my target at this point. REPOST... So, WHERE IS DR. TOM??? Tom Pabst has not published any DDR chipset benchmarks. The chief flack for DDR has all these other sites beating him to publishing DDR benchmarks. Does anyone think that Dr. Tom hasn't had any DDR motherboards to test? You can be sure he does, but so far they are losing to ordinary SDRAM as well as RDRAM. If there was conclusive data showing RDRAM cured cancer, you know Pabst wouldn't report it, so no doubt the silence and delay means he's trying to "cook" some results that will make DDR look good, (but are not so transparent even his own admirers will find them fishy). The above thanks to Artie on the FOOL