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: Chas who wrote (37003)	8/6/1998 5:39:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 53903

chas-- i understand. normally kurlak weilds a little more power, but everyone is trying to find the bottom in semis. of course, when that happens dogsh_t gets bought along with the good stuff. of course it isnt sustainable long term, or even for the next month. MU likes to peak, then fall off. my guess is sometime in late august. however, it is going to swing both ways, so i think i may pick up a few calls next time it sells down. as for demand, sure its strong, but look at how much stronger it needs to be for MU to make money. its just not going to get there. they are projecting that dram prices will remain the same or rise from here to november. this is just nonsense. they are doing the same thing they always do...make overoptomistic projections, then when they dont materialize blame it on asia. its a load of crap. the fact is that this isnt the same industry it was in 95 when it went up soooo high. and the shut downs havent helped a lot in the past. good luck to all, trey