Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Keith A Walker who wrote (43075)	2/17/1999 8:19:00 AM
From: Chas	Respond to of 53903

The markets are showing the effects of the events that are currently taking place. With the Asian markets mostly closed, availabilitys are limited while demand continues to be healthy. The strong demand on one popular item, 4MX4 EDO 2K REF 5V SOJ, is driving the price higher. RAMDEX' CPU coverage will be updated today as MMX and low end Pentium II product is replaced by high end Celeron and Pentium III product. This is done in an effort to track commodity type products.

To: Keith A Walker who wrote (43075)	2/17/1999 9:43:00 AM
From: John Graybill	Read Replies (2) \| Respond to of 53903

Keith, I myself have decided that the best overnight position in MU is not long, not even flat, but short. At best, I'll close out a short if I think I can re-enter a point or two higher in a couple of hours (my "MU flat for more than two hours is a buy" rule, for example), but I won't go long at the same time expecting that it will happen. I wrote last week that the easy money is going to be made on the downside for the forseeable future, and that's how I'll be trading. In addition to Capital Partners, I am starting to get SEC 13G filings from Fido on TXN and INTC. Big Money is starting to get out, and they have a whooole lot of stock to unload.