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


To: TREND1 who wrote (24810)12/5/1997 10:21:00 PM
From: Scooter  Read Replies (1) | Respond to of 53903
 
to all mu investors,at what point whound you cover your short?and why whound you cover there.where do you think the price is going in the next 6 months?



To: TREND1 who wrote (24810)12/6/1997 11:39:00 AM
From: TREND1  Respond to of 53903
 
SUPPY=DEMAND equation.
(1) USA uses 38% of world dram. From Fortune article.
(2) IMF reduces world growth for 1988 to just 3.5%,
down from 4.3% just 3 months ago. From San Jose Mercury.
(3) IMF bailouts. $57B South Korea, $17B Thailand and
$40B Indonesia. From San Jose Mercury Newspaper.
.....................................................
Again the old story....the IMF will reduce cap spending
and again world demand increases are dropping.
....................................................
Larry Dudash



To: TREND1 who wrote (24810)12/6/1997 8:00:00 PM
From: Sridhar Srinivasan  Read Replies (3) | Respond to of 53903
 
Larry:

You have, often with significant accuracy, indicated that MU's behavior, and what can be gleaned from such behavior on a TA basis, is the leading indicator of where Micron the company is headed. Would you also agree that long term fundamentals and past performance (say over the last five-ten years, and not as what the bears would use, the past five-ten days/months) are leading indicators of where the company is headed, from an integrated FA/TA standpoint?

You are doing a terrific job with keeping us informed on MU through your emails. Muchos gracias.

Sridhar