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

To: Zeev Hed who wrote (39406)	3/9/2002 11:58:02 AM
From: farkarooski	Read Replies (1) \| Respond to of 99280

how do you play it short or buy puts on SMH ???

To: Zeev Hed who wrote (39406)	3/9/2002 11:59:02 AM
From: Ibexx	Read Replies (2) \| Respond to of 99280

From Larry Wachtel of Prudential Securities - Closing Market Commentary (03/08/02): "The week ahead brings us to the Ides of March but no sweat on the street of dreams. Releases on retail sales and industrial production will confirm the economic recovery while inflation figures on producer prices will continue benign. We may plod from time to time but the direction is north by northwest. prufn.com Ibexx

To: Zeev Hed who wrote (39406)	3/9/2002 12:23:41 PM
From: Ted Downs	Read Replies (1) \| Respond to of 99280

Zeev, I think that MU is being held back because of the Hynix deal. The dram prices have been supporting but in the end I don't really know what a buy out of Hynix plants will do to MU stock price. There are some saying that it will not mean much to MU bottom line, but I feel it will give them more control of the dram supply. I just hope that this tightness in supply isn't artificially related to this deal. I don't think it is but time will tell. One thing for sure is the world wants more memory. (g) Ted