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 Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Thomas G. Busillo who wrote (24365)	11/21/1997 9:34:00 PM
From: Skeeter Bug	Respond to of 53903

funny thing is, muei played this just like gtw b/c they saw how dumb the gtw longs were. funny how these sucker pc companies are all developing "inventory problems" at the same time ;-) "marginal" is becoming the vogue term nowadays for sht earnings. mu produces sht earnings, not sh*t products. this is going to be great when it finally sinks. tk has taken a low profile. that will change at some point. mu posts a loss this q, imho... right near breakeven, at the very best. btw, anybody waiting for mu to warn ;-)

To: Thomas G. Busillo who wrote (24365)	11/21/1997 11:13:00 PM
From: Richard Russell	Respond to of 53903

Tom, You've really got it. What a brilliant observation and analysis. I wish I had thought of it. That was probably the most insightful and a very funny view of the cause of mu's market action today. Unfortunately I fear that the everyday boring straight down trend will soon resume. But you never know what slick innovative tricks mu may have up its sleeve if it has a sleeve left after this qtr. RR

To: Thomas G. Busillo who wrote (24365)	11/22/1997 3:43:00 AM
From: Sid Turtlman	Read Replies (1) \| Respond to of 53903

Tom: Excellent concept! You give new meaning to the phrase "cow chip". <eom>

To: Thomas G. Busillo who wrote (24365)	11/22/1997 9:13:00 PM
From: ratan lal	Read Replies (3) \| Respond to of 53903

Tom << ..could there be some kind of secret project in Lehi involving a process which would make cow dung conductive? >> I have already set up joint venture to import holy cow dung (far more conductive) from India. I am sure it will bring a premium price. ratan

To: Thomas G. Busillo who wrote (24365)	11/22/1997 9:37:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 53903

Thomas, as much as a like the supposition in your dung hypothesis that the farm is back in the driver seat, I think you are really missing the point on that issue. What MU has discovered (or I should say rediscovered) is that flogesterone, when layed down in micro channels is superconductive (at ambient temperatures, of course) in the direction of deposition, but as insulating as diamond or saphire in the direction perpendicular to the direction of deposition, and that is what they are playing with at Lehi. I am told from very confidential sources, however, that the world supply of flogesterone is kind of limited, and a major effort is being carried out on the futures exchanges in Chicago (in stealth, of course) to corner the market. Zeev