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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: mattie who wrote (18358)	11/12/1998 10:53:00 PM
From: Clint E.	Read Replies (1) \| Respond to of 68209

Mattie, Stocks are taking a break and even INTC's pre-announcement wasn't enough to stir up excitement, something that I warned about after INTC announced. There is just so much news you can absorb on one side(good or bad) before reaching point of saturation. I had two phone discussions with people working for the world's 3rd. largest Semi. mfr. and I am more convinced that the gear makers in general don't see a recovery in revenue until the 2nd. qtr. of 99. I am not talking about maintaining eps thru cost-reductions. I am talking about higher sales figures. We can talk about it more this weekend. MU is benefiting from Siemens bail out of DRAM biz.(5% mrkt shr) that was announced last week, possible merger of Lucky Goldstar Semi and Hyndai, the notion that much DRAM capacity has been taken out thru the industry(MOT & TI exiting DRAM biz), INTC's investment in MU, and the notion of uptick in the demand. I am not up on 64Mb vs. 256Mb vs. RMBS or Sync. DRAM tech. so I don't what the trade offs are and who is doing what but it may worth looking into those issue. Clint