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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (64173)	5/7/2014 10:46:27 AM
From: seminole	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95572

IMO, MU price movement is directed by the NAZ with the amplitudes of the moves determined by it's very large Beta (1.8) and good quarterly reports. DRAM prices are very hard to see compared to fighting the direction of the NAZ. DRAM price expectations are contained in the responses to quarterly reports. Cramer and his speedy TV analysis explains every move down in MU as 'must be DRAM prices'.

To: Kirk © who wrote (64173)	5/7/2014 11:51:50 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95572

Every time articles are written that even hint that DRAM pricing might decrease, MU price suffers. Today is a good example. The day started out OK with the price around 26.70, but as the day wore on and the articles come out about the state of the "memory world" not being super good, the price went down to the 26.05 area. Now it is about the 26.45 point.