SI
SI
discoversearch

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.
Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?


To: drsvelte who wrote (1902)8/18/1998 9:12:00 PM
From: SJS  Read Replies (1) | Respond to of 14427
 
Doc,

I agree with Alski, and I mentioned this and quoted a couple of sources a few weeks ago. I remember a slight "poo-poo" from some, but it wasn't personal to me (I was reporting....), so I don't care <g>.

However, I saw it again today in InfoWorld (computer trade rag). Graphs and all. Also warnings that it could all crumble, but some are clearly betting on hope and prosperity. So to put it bluntly..........There is a concensus forming that DRAM pricing is on the rebound. That's what you're seeing in MU.

PS to Thean: I think EMC's 4+ point move today was HWP rumor of a buyout......again. Nevertheless, stock an animal. Maybe a put would be reasonable now if the rumor cracks....