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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (3470)	11/20/2000 10:04:18 PM
From: Paul A	Read Replies (1) \| Respond to of 19633

For anyone with guts- The 'word' in the memory world right now is that DRAM prices have bottomed and supply has level w/demand.. Take it for what its worth since this stuff is more volatile than the nasdaq but... I may take a bit of MU if we dont have any extremes.. Im almost 99.9% cash and it would be silly not to take a few risks with tight stops.. This is getting really weird.. I put a buy stop on CATS today at 8 and our big seller friend who keeps posting HUGE asks never took it there so im CAT less.. This stock is definately in play, and I guess its a question of who wins at this point. On a negative note- some folks I know said Flash memory demand is not what everyone expected.. Camera and PDA sales are huge, but I think one opinion I heard was that most folks that buy a camera for example- keep the 8mb module that comes with it, and never have a need to upgrade to a 16/32 etc etc.. I have been hearing negative crap about flash memory for a while, and to be honest I just dont have a clue what the future holds.. I know for a fact that SNDK and SSTI both have huge short positions, and that takes guts with the numbers/forcasts they have been giving.. ... Im still betting long on CATS.. I just was wishing they tanked it hard after earnings just to be done with it, but instead its going to make everyone take the risk instead of easy money.. :)