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To: mike iles who wrote (23805)11/11/1997 12:49:00 PM
From: Brian Fraser  Read Replies (1) | Respond to of 53903
 
GOOD NEWS FOR MICRON BEARS:

Once DRAM prices drop to a buck, that should knock MU
back to the teens.
(i think)
Of course then when prices recover to a buck and a quarter,
some ANALyst will upgrade due to DRAM price firming, and
MU should head back into the 40's (50's?).
MOO



To: mike iles who wrote (23805)11/11/1997 1:46:00 PM
From: DavidG  Read Replies (1) | Respond to of 53903
 
Mike,

<< (why MSFT?? ... first and foremost, an incredible valuation [10-12X sales
...some number like that] combined with slowing growth, Java, and a whole slew
of legal problems (their next acquisition will be a law firm) led by the Justice
Dep't. and Ralph Nader ... ++++ incredible arrogance) >>

Smart thinking but Bill Gates is one step ahead of you. His father has a high powered law firm that Bill now uses to represent MSFT in these issues....but maybe he can set up a merger with the justice dept.<g>

Good Luck Trading

DavidG