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

To: DavidG who wrote (45992)	5/25/1999 9:54:00 PM
From: phbolton	Read Replies (1) \| Respond to of 53903

Low retail has increased to $36 (from $34) for PC100/64MB. Curious situation: the very low cost supply ($34-39) seems to be drying up but there is growing supply in the next price range of about $39-45. Trying to decide whether to put in GTCs on my shorts/puts. Are the teens possible?

To: DavidG who wrote (45992)	5/26/1999 7:08:00 PM
From: Fabeyes	Respond to of 53903

Analysts Peter Wolff and Mary Brixie said in a research note that the "anti-dumping duties imposed by the Department of Commerce on Taiwanese DRAM companies were much less than expected." Wolff and Brixie also said the Texas Instruments (TXN: news, msgs) and Hyundai patent dispute settlement disclosed Monday leaves Hyundai "with a less burdensome royalty than was expected." This is hard news for ALL-American companies with memory of any kind. Makes you wonder what Moto, Atmel and others future looks like? MU is hurt and I feel they have not reached the bottom yet. If the report on 6/18 is more than 30 million I think older investors in the Boise area will get out. They remember MK's stock going to < a penny a share. People were wiped out; many those same type people are looking to MU for retirement. Once a great company --- it is sad they could not get beyond what I call (the boys pissing in the sandbox.)