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.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (2599)	11/1/2001 9:59:55 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 99280

Some of the MU puts expire in Dec which is ample time for the pre-earnings-disaster sell off. So you believe that MU will tank in December after Intel announces at Comdex in Nov that 1/2 of 845 P4 chipset production will support DDR SDRAM in Dec. MU is the lowest cost of producer and most cash in bank leader. If Yankees will World Series, I expect big rally in markets which when you Dec selloff occurs will get us back down to where we are now. I went to mall yesterday with daughter to trick and treat. KB toys had store stocked to ceilings with toys based upon pre-Sep 11 sales forecast. High schooled sales clerk said they gave out candy to hundreds of children but only had 5-6 sales in 3 hours in afternoon. No matter how glum Christmas retail season looks, all that shi* will be cleared out with discounts by Jan. US consumers can't pass up discounts, weather they be toys retial or cars with 0% interest. I am not as pessimistic as you. I think you should email Tony Blair to get your boys out of Afganistan before things heat up.