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

To: Paul A who wrote (22809)	8/3/2001 10:18:16 AM
From: Zeev Hed	Respond to of 30051

I think that TARO could hit the $37.8 to $38.2 or so area later today, I have a wild bid in this time for doubling up in that range. Zeev

To: Paul A who wrote (22809)	8/3/2001 11:00:52 AM
From: mishedlo	Read Replies (1) \| Respond to of 30051

Man I am watching the wrong stuff. Picked up CRA and sold it for a lousy .5 But that is better than a loss List of bios you guys playing other than TARO? M

To: Paul A who wrote (22809)	8/3/2001 1:19:03 PM
From: Frederick Langford	Read Replies (1) \| Respond to of 30051

Micron Tech (MU) 43.25 -1.65 (-3.7%): -- Update -- Banc of America believes that average contact prices for 128 MB DRAM have been hovering around $2 for most of the qtr, well below firm's estimate of $3.50... firm's new est. for 128MM is $2 (from $3.50) and $1.50 (from $3.00) for 64MB... thinks MU could attempt to flush out inventories at qtr end, potentially driving contract and spot prices lower... while expects MU to continue losing money until early 2002, thinks DRAM pricing bottom is near. Fred