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To: Sun Tzu who wrote (37608)8/18/1998 3:35:00 PM
From: Bipin Prasad  Read Replies (3) | Respond to of 53903
 
But all the reports I've seen on the PC industry
claim that demand is slowing.

What's your source? TIA!

InSook



To: Sun Tzu who wrote (37608)8/18/1998 4:08:00 PM
From: Trey McAtee  Read Replies (1) | Respond to of 53903
 
sun--

very true, and that is something i have been worried about for a while. however, the additional capacity is not coming on line, and pricing remains tight. this has been going on for about two weeks now. its starting to establish a trend.

i have only puts on MU right now, but i am THINKING about buying calls and going long the common. we have to look at everything.

good luck to all,
trey


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