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To: TREND1 who wrote (27284)1/28/1998 5:04:00 PM
From: Thomas G. Busillo  Read Replies (1) | Respond to of 53903
 
Larry, <<When will they change?>> either when the institutional folks out in San Fran check out of their hotels or we pop a cap on Saddam. Since we still have some time before our final carrier battlegroup arrives in the Gulf, I'll go with the former <g>

FWIW, remember how the last big squeeze started back at the end of July...

1. MU presents at the Robbie Stephens Conf.
2. Dan "Mr. short-term DRAM price" Niles gives a tout on DRAM pricing.
3. Kurlak issues his 20% upside edict.

Now we have...
1. MU presents at Monty Conf.
2. John "Toast" Joseph raises FY'99 numbers.
3. [to be determined]

I still would be VERY surprised if TK changed, but since these guys smell blood and seem to hunt in packs, maybe someone follows up Joseph's call?

Good trading,

Tom