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To: Bipin Prasad who wrote (37077)8/7/1998 2:14:00 PM
From: Trey McAtee  Read Replies (1) | Respond to of 53903
 
bipin--

actually a 3 on his list was a hold. it was the same rating he gave CPQ. i thought the guy was a moron. he says to hold CPQ and buy MU. yeah, i am going to invest with him<G>.

good luck to all,
trey



To: Bipin Prasad who wrote (37077)8/7/1998 4:09:00 PM
From: Chas  Respond to of 53903
 
Bipin,
If MU goes to 32 I will be buying a bunch of calls!!!
This baby is not over yet. DRAM is still strong, if I see it weaken,
you will be the first to read about it on this board.
but as larry indicated, MU will already be dropping, so the trick will be to determine if its dropping due to profit takers liketoday or actually the DRAM price dropping. I think it will be Sept or Oct before any chance of DRAM dropping. The word allocation is common
these days for PC100 and none available for the spot unless your willing to pay the price.
Good trading.