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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Stephen who wrote (6094)	2/11/1999 1:35:00 PM
From: HairBall	Read Replies (1) \| Respond to of 99985

Stephen: Here is one for the "tug boat captain" and his "anal-cyst". 12:36 ET Micron Technology (MU) 68 1/16 +2 1/6 (+3%): Needham & Co says disparity between Q1 press release and company's 10-Q filing leads firm to reconfigure its model and lower revenue and earnings estimates; says DRAM market shares estimates cited by management appear widely high of reality (less than 10%, not 18%); believes than goal of 25% by year-end is implausible; Needham believes stock overvalued based on earnings prospects and continues to rate stock a "sell." Note the stock is going up after the "anal-cyst" said to sell. Regards, LG