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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (24328)	11/21/1997 12:50:00 AM
From: Tim McCormick	Read Replies (1) \| Respond to of 53903

Bug, just for the sake of argument, as far as interest rates being low-check fixed income investor sentiment. The bond bullish consensus is at a two and a half year high. The IMF is reflating the world with funny money and as a part of their deals $ repatriation is necessary. We have gotten to the point where an Asian recovery may be bad for the US as flight to quality reverses. AMAT just met their whisper number, and bullish speculation in AMAT calls is tremendous. If AMAT's backlog is good this just confirms a perpetuation of DRAM glut. AMAT is down 1/2 in late trading. The only reason analysts have not downgraded MU yet is because Fido is holding the commission axe over their head saying let me out first. Tim