Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (1207)	9/26/2001 3:32:56 PM
From: Think4Yourself	Read Replies (1) \| Respond to of 95587

If you think MU will stop falling at $15 then you haven't been looking at memory prices lately. I can get 128 MB for my PC for under $20, and for my notebook for under $40. All the pent up demand for memory upgrades is GONE. Prices will continue to drop until a major player is forced to shut down. DRAM prices will most likely never return to their former levels.

To: Sun Tzu who wrote (1207)	9/26/2001 4:47:53 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95587

Actually I agree with you 100%. Although we are primed for a major upside move once we have good news on the military front we could sell off more before we get that news. Certainly more selling could happen tomorrow unless we hear something to materially change investor confidence. On MU my target was 17 too until I heard the magnitude of the loss. Micron will survive this downturn just fine but I'm not so certain it is one of the better plays at this point in the cycle. How about TXN? Sun Tzu what would your buy point be on TXN for a long term position? Anyone else? Like the 5 day charts! finance.yahoo.com^SOXX+TXN+VTSS+XLNX&d=2b Thanks! RtS