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

To: Land_Lubber who wrote (40741)	11/6/1998 5:34:00 PM
From: yard_man	Read Replies (1) \| Respond to of 53903

Love your moniker. My son is a big fan of a PC game called CLAW. Whenever this cat shoots one of the dogs he yells ... Land Lubber!!!

To: Land_Lubber who wrote (40741)	11/6/1998 7:42:00 PM
From: Carl R.	Read Replies (2) \| Respond to of 53903

Thanks for the insider link from Yahoo. I also get insider information from Vickers and one other source, but it isn't updated all the time, and the current MU report stops at the end of April. It is true that insider trades are not always accurate indicators, but it is also true that insider buys are more likely to have meaning than sales. For example you might sell if you want a new car or house, but you only buy your own company if you think it is a really good investment. Once you've bought, it is a hassle to sell, and you can always buy some other stock with your money. As a result open market buys by insiders are relatively rare. As for the fact that many of the shares were option exercises, I would like to point out that frequently options are exercised and the shares are immediately sold. See VECO for a recent example. The option holder makes the big profit either way. By exercising and holding the stock, the insider is essentially making a decision that the company stock is a good investment, and they are placing their big profit that they have already earned at risk. I frankly don't see the difference. Interesting rumor regarding Dell. I haven't heard it, and doubt it is true. But usually the spot market is higher than contract pricing, so I'm not sure how much difference it would make, other than making MU work harder to move the chips. Carl