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


To: Bill F. who wrote (51995)10/4/2000 8:50:00 PM
From: Jim McMannis  Read Replies (2) | Respond to of 53903
 
Bill,
I never liked MU from the get go. So when Analysts like Niles pumped it up I started to cringe. No surprise it dropped as far as it did. OTOH, now that the techs have come down to a more reasonable level, perhaps Microns good showing is an indication that the PC industry is doing better than fear had suggested. Unfortunately it looks like Intel and their best buddy Dell is having a problem. Can the market decouple Intel from the rest of the Semis...that is the question...
Indications are that Europe is more an Intel/Dell problem.
So, can the Semi-techs rebound without Intel...?
Or do you think there is just too many other land mines out there right now to stop the decline in Techs?

Jim



To: Bill F. who wrote (51995)10/9/2000 1:26:12 AM
From: jack bittner  Read Replies (1) | Respond to of 53903
 
do you think nt will also tank when it comes out with blockbuster revenue and earnings? of course fiber optics, hosting, access and wireless are not mere drams. but do you think this market will shoot any company that sticks its head up - even if it is to announce super earnings?