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To: puborectalis who wrote (68578)11/15/1998 9:58:00 PM
From: Chas  Respond to of 186894
 
That article had speculation but do not believe he is correct.
The market is sold out for now. Not shutting down is not a concern,
or the Koreans would not have made that decision. They want prices
to go up not down and will protect the market price to insure its
current levels. Look for a price hike on Dec 1 in the OEM pricing.
I would not be shorting SMOD either but a buyer on dips as well as MU.
Good trading.



To: puborectalis who wrote (68578)11/16/1998 12:28:00 PM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Steve - Re: " Herb greenberg article in the SF examiner titled.."Are DRAM chips ready to take a hit?... "

Greenberg may be right - who knows how to predict DRAM pricing.

But what I do know is that Greenberg is Negativity Personified.

He never met a company he didn't hate.

Paul


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