Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Electronics (MUEI) -- Ignore unavailable to you. Want to Upgrade?

To: Yakov Lurye who wrote (2174)	10/31/1997 8:42:00 PM
From: Mario	Read Replies (1) \| Respond to of 4074

Yakov, I have to admit I'm very fuzzy about there Spectek line and contract operations, what all does this entail. I remember sometime back MUEI announced the Samuri chip for servers I believe. Does Muei manufacture some of their own chips for their PC's and Servers? Mario

To: Yakov Lurye who wrote (2174)	10/31/1997 9:33:00 PM
From: marc chatman	Read Replies (1) \| Respond to of 4074

OFF TOPIC -- Yakov, I've packed it in on APM for the time being. It took me way too long to listen to my own reasoning, though. Still in WDC, although I have pared my position considerably. I will probably continue to trade WDC and rebuild my position after it bases and consolidates (historically, takes a few weeks), also after sentiment for the PC sector clears. I've sold most of my other positions and gone to high % cash. If some of the bluechip techs come down a bit further, I'll move into them first. Thailand was a lot of fun. You're right, boom and bust cycles are no surprise there. Time now for all those generous banks to write off or write down all those bad loans. In a couple of years, it will be all systems go again. I hear traffic is much better now.