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.

Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: MythMan who wrote (27864)	3/25/1999 4:31:00 PM
From: yard_man	Respond to of 86076

Who wrote this sh*t? cnnfn.com MSFT went up -- what other computer stocks went up? PS I'm doomed. Should have listened to bizarro instead!

To: MythMan who wrote (27864)	3/25/1999 4:34:00 PM
From: yard_man	Read Replies (2) \| Respond to of 86076

speaking of cr&p: news.com >>"This is price erosion, as opposed to a free fall," the likes of which resulted in below cost pricing up until mid-1998, Giudici said. "Pricing is more rational now--most [manufacturers] are eking out some sort of margin," he noted, adding that PC demand looks to remain strong--a situation that bodes well for memory makers. "Micron's stock is trading on yesterday's news. Structurally, there is not much indication that DRAM pricing will fall apart," said Nimal Vallipuram, an analyst with Everen Securities, who rates Micron a "buy." "We think PC demand is fine. We're hearing from sources that the corporate market is coming back strong in March," he stated. Strong PC demand should translate into 20 percent "bit growth," or the total number of computing units that are made, in the coming quarter for Micron, he forecasted. <<