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

To: Thomas G. Busillo who wrote (44168)	3/24/1999 11:24:00 AM
From: phbolton	Read Replies (2) \| Respond to of 53903

re Niles: Part of what bothers me about his pronouncements is that he seems to have access to information - bits shipped - that is not public information. There is only one reliable source of that information and they shouldn't be selectively distributing it according to SEC regulations.

To: Thomas G. Busillo who wrote (44168)	3/24/1999 12:53:00 PM
From: C_Johnson	Read Replies (2) \| Respond to of 53903

Hello, In the Sample section of the INFRASTRUCTURE website, infras.com, we have posted the Micron report that we released in May of '98. Obviously, Micron has undergone a number of changes since that report was released but much of the story remains the same. Interestingly the shares did stay inside the the price range of $18 to $80 we suggested in the report. Whether it stays in this particular price zone over the next few years remains to be seen. I don't think business conditions have changed enough for us to go out and bet on a future price of $200 per share. <g> There's a few other pieces in the Sample section including the January Issue of Industry Pulse. Industry Pulse contains some useful information on the IC industry like DRAM unit shipments. These reports are in PDF form so to read them you will need to have the Adobe Acrobat Reader installed on your system. Regards, Carl INFRASTRUCTURE infras.com