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

To: TREND1 who wrote (26880)	1/20/1998 8:08:00 PM
From: Kerry Phineas	Respond to of 53903

LD, I'll be less bearish on MU after I sell my April puts. Until then, I doubt that would have much of an effect. Seriously, earnings coming out in two months shouldn't be the only factor considered. Until the over-capacity bug gets fixed, which does seem to be working off but which also has a ways to go, I don't think MU's going to be a buy. Could be wrong, of course, but I'd need some solid evidence that MU's got the critical mass to survive or merge. And it will have to expand a bit more, with some decent margins, in order to survive. What in the world has happened to Microstamp? That used to the the tout du jour.