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Re[4]: DRAM shortage?



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Hello  Guy,

GT> As I put in my email, we're holding this stock for a while in case this DRAM
GT> rumor of a Q4 shortage is real.  Since I have no idea whether it is or not,
GT> I'm buying some for my own account.

GT> In case anyone wants to follow this trade we're long MU at 60 1/2.

gee  Guy  since you always have advice to give out i was wondering HOW
THE  HELL  ARE YOU GOING TO MANAGE THIS TRADE? OR ARE YOU? now that we
are trading at 49 do you have a plan?  are you advocating buying more?

next  time you do this you need to sell calls against your position to
help eliminate a fiasco like you have gotten yourself into.

GT>   We're also long TSM at $28 3/8 (I think, going from memory here)
GT> and we'll hold these for a while, regardless of our other signals.

at  least its a cheaper stock.  but you should have sold calls against
the  position also.  steal the idea make it your own and include it in
your  future  debacles.    maybe  you  will  be  more cautious of your
recommendations in the future.

i  see that Steve Karnish hasn't shown his face since he gave his last
advice  either.   maybe  there  is a lesson to be learned like posting
VAGUE  stats  and numbers with many important zero's behind them like
Ton Maas (aka-remove nospam) does.


--
Best regards,
  Mark Brown   mailto:markbrown@xxxxxxxxxxxxx
  Y = Offset + Amplitude * sin(Frequency * X)