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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: sammaster who wrote (49912)	3/5/1999 12:26:00 PM
From: RealMuLan	Respond to of 132070

FWIW, CNBC talking head said there is a semi-conductor conference coming this weekend, or early next week? And most analysts still think there is a pick-up of the demand of chips, although today they start to talk about the lack-luster reaction to PTIII. And I think the later spells more trouble for pc stocks, especially intc and dell.

To: sammaster who wrote (49912)	3/5/1999 12:31:00 PM
From: Lucretius	Read Replies (1) \| Respond to of 132070

that's all a myth.... just buy. -g-

To: sammaster who wrote (49912)	3/5/1999 1:13:00 PM
From: Freedom Fighter	Respond to of 132070

Samir, >>doesnt intc own a bunch of mu that they plan on dumping soon? didnt mu and other dram producers just increase capacity? arent pc sales slowing down?<< Stop trying to confuse people with real issues! Wall St. is trying to ramp the stock. This is not reality based investing. Wayne

To: sammaster who wrote (49912)	3/5/1999 1:45:00 PM
From: John Graybill	Respond to of 132070

Yep, Morgan Stanley is hosting the semiconductor tout-fest next week (Mon-Wed). I can't find the schedule on the net, but Maria teased that she will have it on CNBC's weekend report. This looks like the standard put-up job to me. MU closed a week-old gap at 58 today; 55 might pretend to serve as resistance for a while; INTC and TXN have a lot of MU stock; MU earnings are due March 22 or so; MUEI's pre-announcement that they will not contribute as much to MU earnings this Q will probably prove to be the difference between MU going from having an arguably break-even into a very clearly losing quarter.