Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TREND1 who wrote (30041)	3/12/1998 10:29:00 PM
From: Skeeter Bug	Respond to of 53903

the reasons that i bought puts are finally starting to play out. tech companies are hurting and reporting bad news. dram pricing is well below gross cost. the supply glut is still intact. semi companies are getting lathered from a business perspective. tom kurlack will now pipe in. now i'm waiting for hideous ops eps and a conference call that says their asp was down 30-40% from last q. then intel will actually report a drop in april. gravity is getting stronger - though i have to say, the level of denseness that allows demand for shares to outpace supply of shares - or at least the equity between the teo - is even starting to impress me. i was hoping to be in the lower $30s before eps. we still may get there...