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


To: Chas who wrote (42821)2/7/1999 1:48:00 PM
From: Dave Gahm  Respond to of 53903
 
Chas, Curious as to your thoughts now that the LG strike is over. If the OEM reaction to the strike was fear-driven hoarding, and anecdotal evidence suggests it was, what will be the reaction to the news that LG is back to work? It would seem logical that the hoarders will quit buying, or even sell excess inventory into the spot market.

In terms of MU sentiment, this news could not come at a worse time, with the stock already tumbling from the general tech sell-off and positive Samsung outlook. Also seems like an opportune time for the market-savvy Tom Kurlak to take a swing or two <g>.

Monday should be interesting.

Regards, Dave