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To: Trey McAtee who wrote (24718)12/4/1997 5:54:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
trey, interesting point made on another thread.

invest based on probabilities, not possibilities.

some perma longs that invest in this threads namesake ought to take that ditty to heart, imho.

$26 look bad? it won't when we see $12.



To: Trey McAtee who wrote (24718)12/4/1997 8:04:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
not good news from american ic. 16 mb still declining...

>>Pricing continues to decline on 16 meg SOJ product, TSOP
package remains unchanged from yesterday's close. In the
CPU arena, slight drops on the classic 200, P-2.300 have been
noted.<<

mu longs can only piss in the wind for so long before they get all wet.

dram pricing down nearly 60% from last q's asp. OUCH. do the math. the forward statement from mu will be NASTY!