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

To: 2MAR$ who wrote (64560)5/9/2002 11:36:17 AM
From: orkrious  Read Replies (1) | Respond to of 99280
 
MU rumors of cancellations "Unlikely" says SBSH



bullsh*t. they haven't unloaoded their inventory yet. the mkt is going to shoot first and ask questions later.



To: 2MAR$ who wrote (64560)5/9/2002 11:37:35 AM
From: orkrious  Respond to of 99280
 
Here's Keith keenan's take

More on Micron
05/09/02 11:29 AM EDT
Smith Barney is telling clients the MU cancellation rumors are "unlikely." According to my contacts, these rumors make sense given the decline in DRAM and tenuous relationship between MU and Hynix.


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