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

To: The Vinman who wrote (32379)	4/22/1998 6:28:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 53903

I read on Yahoo that Intel is predicting that Asia problem is recovering because China and India sales are accelerating fast enough to take up the slack of the other small guys. My guess is that is the reason. patrick

To: The Vinman who wrote (32379)	4/22/1998 6:41:00 PM
From: Chris McConnel	Read Replies (1) \| Respond to of 53903

Vinman, it maybe moving up in sympathy with INTC. At Intel's conference yesterday, they assured everyone that they were looking at a turnaround in the 2nd half. CPQ traded up today because of that conference, and it may have helped lift MSFT as well. If MU moved because of INTC, most likely we should see a pull back soon. Grove maybe saying that things will be great in the 2nd quarter, but a lot of the anaylst I've been reading today say that INTC will have flat to down earnings this year and next. Not really good news, at all. Also, according to an article in theStreet, 1.03 billion shares traded on the naz today, 2nd only to the Oct 28. rebound. Not sure if this is significant, but there seems to be a lot of money out there looking for underpriced stocks. Also, Kurlack issued a report yesterday saying he looking for more layoffs for semis in the months ahead (such as national semi's announcement today.) His reason was because of over production and declining demand. (Overproduction, possibly, buy declining demand, I'm not so sure about.) I bought some MU puts today on Kurlack's report. Hope he is right. Good luck on your trades. - Chris

To: The Vinman who wrote (32379)	4/22/1998 7:00:00 PM
From: TREND1	Read Replies (4) \| Respond to of 53903

Vinman Value Line will report on Micron this Friday. On Wednesday (Today) big money gets a look at Value Line's Report. I will not see that report until Saturday. In the past Micron has moved on the Wednesday before the Value Line release. How do you like that for a way out reason? (g) Larry Dudash

To: The Vinman who wrote (32379)	4/22/1998 11:41:00 PM
From: Chas	Read Replies (1) \| Respond to of 53903

I think the new dumping charge by Micron is about to be filed. I have been hearing rumors for some time now. Good trading

To: The Vinman who wrote (32379)	4/23/1998 2:20:00 AM
From: John Graybill	Respond to of 53903

cammon youse guys, the first thing you do when you see a big move is to go look for news. here you go: biz.yahoo.com is a good start. And what did you see today. Big move in MU, look at the news, ah what's this, something about being included in a new index, when was the big move, same time as the news release!

To: The Vinman who wrote (32379)	4/23/1998 4:51:00 AM
From: Jerry Denkera	Read Replies (1) \| Respond to of 53903

Vin Besides some shortages and prices moving up slightly it seems a very strong rumor made the rounds that MU was buying TI's dram business.Seems like a long shot,would be very costly and greatest benefit would be one less competitor but probably would also mean another huge customer long term. Regards Jerry