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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Alex MG who wrote (18525)6/21/2001 8:28:48 PM
From: Justa Werkenstiff  Respond to of 30051
 
AG: Re: "MU had no good news either... severe pricing pressure, high inventory levels and no sign of a broad recovery on the horizon."

A happy spin will be that in the first few weeks of this quarter shipments were strong. However, it might just be that it is an uptick because some are betting that memory prices have hit bottom.