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To: Dale Baker who wrote (350)12/17/1997 4:10:00 AM
From: Skeeter BugRead Replies (1) | Respond to of 118717
 
>>I'm not going long on anything until after 12/31. Opened new short positions
yesterday in KOPN, MU and AMD.<<

mu was a good pick. can you believe anybody buying that crap? asps for sdram are down 20% since last q where they broke even.

their asp last q was $4.80 and they made $0.04.

edo (30%) is $2.00 now.
sdram (70%) is $3.50 now.

and falling like a rock. :-)


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