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To: Bipin Prasad who wrote (41696)12/24/1998 11:06:00 AM
From: Carl Held  Read Replies (1) | Respond to of 53903
 
Analysts hype....showing greed....

Most of you have tunnel vision, just what the analysts want, only looking at the EPS. The EPS is an illusion, you need to look at the other numbers to get the real picture. Inventories up 23.6%, Net sales down 17.1%, long-term debt up 110.5%. With the trend to lower priced computers, prices for SDRAM will be hard to increase and we are now entering the slow period for sales, the holiday shopping is over. Food for thought, CompUSA reported poor sales a few months ago and they were very cautious about the holiday season, this is a red flag for computer sales. The analysts want you to think computer and semiconductor sales are great, but the reality is that corporate spending will decrease. The true numbers are starting to come out and show how analysts are hyping.




To: Bipin Prasad who wrote (41696)12/24/1998 11:54:00 AM
From: Sonki  Respond to of 53903
 
- CE Unterberg Towbin upgrades memory chip maker from "buy" to "strong buy" with a 12-month price target of $80.....

MU
Needham maintains is "sell" rating on the stock. MU shares trading about 1 1/2 pts higher in 3rd-markett

one says stong buy and the other sting sell

we need to form our own opinion????



To: Bipin Prasad who wrote (41696)12/27/1998 1:18:00 AM
From: Carl R.  Read Replies (1) | Respond to of 53903
 
Insook, you ask:
Now the strongest selling season is over in Chip. What can keep feeding this pig floating this high or higher btn mid Jan and mid Aug '99?

As near as I can tell from looking at the price history of MU it has risen in January for the last 5 or 6 years. Why is that? In any case, the question right now is will the stock rise between now and mid-January, not what will happen after that.

Carl