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Strategies & Market Trends : Moufassa's Lair -- Ignore unavailable to you. Want to Upgrade?


To: Mark Konrad who wrote (10560)11/14/2002 3:15:24 PM
From: manny t  Read Replies (1) | Respond to of 13660
 
MU,
Dan Niles called the bottom on INTC:

14:38 ET MU Micron: positive comments by Lehman (13.92 +0.85) -- Update --
Dan Niles at Lehman says that although most people assume that by mid-Dec DDR DRAM prices will collapse to the same low level as SDRAM, he believes that in fact SDRAM prices are more likely to increase over time with some modest fallback in DDR prices to narrow the price gap; with a book value of $10.44, firm believes MU should be bought.