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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (67161)	2/13/2001 6:19:18 PM
From: mishedlo	Read Replies (1) \| Respond to of 436258

I'm not short INTC yet, but I will be. Ditto MU. Forgot to mention buying MU puts close to the today's high. Damn I am glad someone is making money off your picks. LOL CIEN and EMC were huge winners and I fully reloaded CIEN, on today's bounce after cashing out yesterday. Only reloaded EMC 1/3 fearing more clown attacks tomorrow. Take a look at this one, someone sent me today. LVLT -4.00 EPS and 11B+ cap. Is this a joke or what? Into communication as well as coal mining. No fooling. How is that for diversification. I owe you a pick or two. What you think? M

To: Earlie who wrote (67161)	2/13/2001 6:51:33 PM
From: starhawke	Read Replies (1) \| Respond to of 436258

Just another datapoint, but how's this for a fairly rapid decline in price: This stick of memory was $118+ a few days ago on Crucial.com (MU's subsidiary that sells memory direct to 'end users'). Yesterday, it was $105.39. Today, it is $90.94 with free shipping, using the crucial.com link. 256MB SDRAM, PC133 • CL=2 • Unbuffered • Non-parity • 7.5ns • 3.3V • 32Meg x 64 CT32M64S4D7E $90.94 Even with this historically 'great' price, all but one person I know is full up on memory. Including traders, gamers, and hardcore overclockers. Memory prices have slid so far so fast in most people's eyes, that it can't continue. So the past few months have seen lots of memory purchased and installed. So much so, that I only know one person who is ordering this stick. And many are out of room at the inn, 5 acquaintances cannot physically fit any additional memory in their rigs at all! No slots open. It's consumer data, but it is the higher end, higher margin kind of consumer that is full up from what I'm hearing. Logically, MU is toast. But logic cost me some greenbacks last year on MU puts. Looks like someone in Idaho must have been pricing warehouse space recently. <g> Got tarps? nasty <g> S