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

To: Tom Hua who wrote (7783)	3/30/2001 9:22:16 AM
From: Rutgers	Read Replies (1) \| Respond to of 19633

Tom, I listened to the Micron (MU) call also... the tone sounded more than a little defensive with no enthusiasm at all. No congratulatory "great Q" quotes either, which of course is no surprise. The endless pursuit of the "inventory" questions indicates to me that more than a few have trouble with it. I liked the "I just got kicked in the shins under the table" comment best when one of them offered his own opinion. I don't know how anyone can really put together a meaningful estimate given the conspicuous absence of guidance. OTOH, without guidance, MU won't need to warn - could be a good strategy. All in all, the numbers are bad [http://www.siliconinvestor.com/readmsg.aspx?msgid=15585122] and while it may take some time, this one is overvalued under any analysis and will fall significantly, imo.