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

To: TREND1 who wrote (34369)	6/4/1998 11:26:00 AM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

Larry, I'm glad Kurlak turned on LSI, as I wrote somewhere on the thread months ago that I was so sure he'd break his quasi-moratorium on buying chip stocks before this coming December I'd show up at ML and commit self-immolation (and even let Kurlak light the match) if he didn't. Whew!!! As far as some of the recent writings on DRAM pricing, part of the problem as always is overcapacity, but could recent moves be sort of a replay of what happened last December when we saw some serious liquidation that to some extent was tied to debt payments. I'm not familiar w/ how the coupons work over their (i.e. if payments would have been due mid-year), but just throwing out the possibility that in the very short-term that could be part of the dynamic playing out in spot pricing. Good trading, Tom P.S. Of course I was serious about the "Tom Kurlak Self-Immolation Challenge". Kurlakology is no laughing matter <g>