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


To: Zeev Hed who wrote (41590)3/18/2002 2:42:38 PM
From: U.B. Green  Read Replies (1) | Respond to of 99280
 
Zeev, "I just missed the turn". Do you mean "the" turn or just the turn?

Regards,
Bernie



To: Zeev Hed who wrote (41590)3/18/2002 2:43:53 PM
From: Rich1  Read Replies (1) | Respond to of 99280
 
Zeev you had your low oday??
Cycle guy had high today....tommorrow should be interesting...<gg>



To: Zeev Hed who wrote (41590)3/18/2002 2:56:04 PM
From: hotlinktuna  Respond to of 99280
 
Zeev...lots of buzz on HHLF as a takeover...last 13.40 +.61 w/hod 14.06 decided to try a bit here...tuna



To: Zeev Hed who wrote (41590)3/18/2002 3:31:11 PM
From: Jdaasoc  Respond to of 99280
 
MU earnings this week will also have a major impact on the sector.

Looking at industry spot market prices not MU's contract prices, DRAM prices on average for the quarter were up at least 80% but down 15% from yr ago. MU should report pretty much in that line. Much stronger then last quarter but at least 10-20% below yr ago.

DRAM prices in last week show some weakening so analysts could paint their future earnings prospects anyway they want stock to go.
Bullish if they think that enforcement of high contract prices stick or

bearish if current profitable pricing structure collaspes in next few months.