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????
I didn't knowingly send this to the list, I just read the eMail
sent from the list then mopved to the next eMail.
So I have no idea how it got posted under my name. Just
another example of the mysterious "double eMail"
phenomena I guess.
I use Outlook Express ver 5.50.4 with IE and WIN 98 SE.
Anyone have an idea how this happened?
John
----- Original Message -----
From: "jhmtn" <jhmtn@xxxxxxxxxxxxxxx>
To: <metastock@xxxxxxxxxxxxx>
Sent: Thursday, September 21, 2000 1:28 PM
Subject: Re: Re[2]: DRAM shortage?
>
> ----- Original Message -----
> From: "Giancarlo Gaydou" <giancarlogaydou@xxxxxxxxxxxx>
> To: <metastock@xxxxxxxxxxxxx>
> Sent: Thursday, September 21, 2000 10:33 AM
> Subject: RE: Re[2]: DRAM shortage?
>
>
> > Condensed translation of the news between brakets
> >
> > Prices of DRAM ain't no more interesting "very low"
> > so the big producers (Samsung & Hyunday) will
> > reduce the production of DRAM and increase the
> > production of the more rewarding SRAM.
> >
> > gg
> >
> > ((>>Calano prezzi DRAM, produttori puntano su SRAM
> >
> > Radiocor - Seul - Nuove strategie commerciali in vista per
> > Samsung Electronics, Hyundai Electronics e altri esportatori
> > coreani di semiconduttori: il cambio di rotta e' reso
> > necessario dal brusco calo dei prezzi dei DRAM (Dynamic
> > Random Access Memory) sul mercato mondiale che ha provocato,
> > recentemente, anche un crollo delle azioni dei loro titoli
> > in Borsa.
> > Per differenziare le fonti di reddito e aumentare il valore
> > aggiunto, i 'big' della componentistica coreana stanno
> > potenziando la propria offerta nella tecnologia SRAM (Static
> > Random Access Memory (SRAM).
> > Samsung Electronics, ai primi di settembre ha reso nota
> > l'intenzione di diminuire la sua produzione di memory
> > dall'attuale 75% del totale al 50%. Anche Hyundai
> > Electronics ha annunciato oggi il rafforzamento della sua
> > produzione di SRAM utilizzate prevalentemente nella
> > telefonia cellulare. Hyundai Electronics, che ha venduto 100
> > milioni di SRAM nel '99, prevede vendite di 500 milioni
> > quest'anno.
> > Chz
> >
> >
> > 21-09-00 12:52:00 (1108) 5 NNNN <<<<))
> >
> >
> >
> >
> > At 08:26 AM 21/09/2000 -0400, you wrote:
> > >My take on the DRAM Shortage...
> > >
> > > Has anyone else tried to buy DRAM lately? I tried to get a
> PC133
> > > 256MB CL2
> > >DIMM and they wouldn't even take my order for 2 weeks because of the
back
> > >log. Now I don't know for sure that there is a shortage of DRAM in the
> > >market or not but I know that there is a shortage of PC133 256MB CL2
> DIMMS.
> > >Could it be that there is not a shortage of the old stuff and there is
a
> > >shortage of the good stuff? Maybe trading off of a rumor should
include
> > >buying straddles.
> > >
> > >Michael
> > >
> > >-----Original Message-----
> > >From: owner-metastock@xxxxxxxxxxxxx
> > >[mailto:owner-metastock@xxxxxxxxxxxxx]On Behalf Of Guy Tann
> > >Sent: Thursday, September 21, 2000 12:13 AM
> > >To: metastock@xxxxxxxxxxxxx
> > >Subject: RE: Re[2]: DRAM shortage?
> > >
> > >
> > >It's good to see the list's mother back and contributing absolutely
> nothing
> > >again.
> > >
> > >Mark just tends to babble and take shots at anyone here he feels like
> > >attacking. He is a shill trying to peddle his "language" I think, but
> with
> > >his personality, I'd be surprised if he could sell anything. Again,
I'm
> > >waiting for him to make a positive contribution to the list, but I've
> been
> > >waiting for a couple of years and it hasn't shown up yet.
> > >
> > >As I put in my email, we're holding this stock for a while in case this
> DRAM
> > >rumor of a Q4 shortage is real. Since I have no idea whether it is or
> not,
> > >I'm buying some for my own account. In case anyone wants to follow
this
> > >trade (since Mark hinted we were out at the high of the day), we're
long
> MU
> > >at 60 1/2. We're also long TSM at $28 3/8 (I think, going from memory
> here)
> > >and we'll hold these for a while, regardless of our other signals.
> > >
> > >In terms of becoming a professional trader, my recommendation was for
the
> > >person keep his day job and work on his trading methodology on a
> part-time
> > >basis. Unless you have deep pockets or trade other people's money, or
> are a
> > >broker yourself, I don't recommend this as a career choice. Or, there
is
> > >always the possibility that Mark might grow up and the list gadfly
> position
> > >might become open. :)
> > >
> > >And finally, since Mark seems to think we might be in the biz, please
> don't
> > >anybody send me any money, please! And no requests for us to manage
your
> > >accounts, that's Mark's business I guess and he doesn't like the
> > >competition. Anything like this would ruin my amateur standing and
then
> the
> > >list would be subject to many more of his rants using poor grammar and
> > >spelling.
> > >
> > >Guy
> > >
> > >" When I die, I want to go peacefully like my grandfather did, in his
> sleep.
> > >Not yelling and screaming like the passengers in his car."
> > >
> > >-----Original Message-----
> > >From: owner-metastock@xxxxxxxxxxxxx
> [mailto:owner-metastock@xxxxxxxxxxxxx]On
> > >Behalf Of Mark Brown
> > >Sent: Wednesday, September 20, 2000 3:24 PM
> > >To: metastock@xxxxxxxxxxxxx
> > >Subject: Re[2]: DRAM shortage?
> > >
> > >Hello James,
> > >
> > >JP> Hello Guy,
> > >JP> Nice trade on MU yesterday. Although things are a litle rocky taday
> it
> > >seems
> > >JP> to be holding nicely.
> > >
> > >yes up 9/16 on the day, of course i expect Guy was able to finesse a
> > >exit on the high of the day.
> > >
> > >JP> When you say the rumour on the street in Silicon Valley is that
there
> is
> > >JP> going to be a shortage of DRAM, what do you mean? Word of mouth
from
> > >people
> > >JP> you know? Are there any reasons that people think there is going
to
> be
> > >a
> > >JP> shortage? I read a few weeks ago thatToshiba contracted out a
huge
> > >amount
> > >JP> DRAM even though they are big manufacturers. The reason was they
> > >JP> anticipated not having enough DRAM. I'm curious if there is any
> pretext
> > >to
> > >JP> these rumours.
> > >
> > >yea i just call Steve Jobs at Apple today (we have a joint trading
> > >account) and he said he'd not heard anything, anyway the supply is
> > >very liquid right now so it seemed to him. my son who still lives and
> > >works in silicone valley (Sunnyvale) as a matter of fact, yes i
> > >was once a texas relocated valley guy myself dudes - he said memory
> > >has no long or short term problems other than the occasional rumor
> > >that seems to be driving the markets these days. remember the guy who
> > >was recently prosecuted for spreading rumors for sending out false
> > >and misleading information about a stock he owned? humm similarities
> > >abound don't they. what next will this list turn into the
> > >unsubstantiated stock rumor list?
> > >
> > >just wondering how i get in on the rumor before the guy spreading it
> > >buys his stock position in it?
> > >
> > >i'll subscribe how much is it?
> > >
> > >humbeling waiting for answers.. mark brown
> > >
> > >
> > >
> > >JP> Best regards,
> > >
> > >JP> James
> >
>
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