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

To: Pierre who wrote (5137)	11/13/2001 11:07:06 AM
From: Alex Fleming	Respond to of 99280

Hi Pierre, Yes there has been some talk about that but I am skeptical. My trouble at the moment is understanding the run in AMCC, VTSS and PMCS. Alex

To: Pierre who wrote (5137)	11/13/2001 11:11:38 AM
From: Sully-	Respond to of 99280

* 09:58 ET Micron Tech (MU) 29.01 ( +6.9%): MU getting a lift from pre-open upgrade from Gerard Klauer Mattison to BUY from Neutral. Raises target price to $36 and FY02 estimate to $(0.81) from $(0.87). Cites stabilizing DRAM prices and the potential for tightening supply of DRAMs as some smaller players curtail production or even exit the business. And from yesterday on Briefing.com............. * 12:02 ET Niles Discusses DRAM Market : Lehman analyst Dan Niles believes that upward pressure on DRAM spot prices being fueled partially by news that Hynix and Micron (MU +1%) have stopped quoting DRAM spot prices. Continues to believe that there is plenty of inventory that will come into the market at these higher prices. Niles expects the normal seasonal pattern of a roughly 10% sequential demand dip in the MarQ to resume.