|
PureBytes Links
Trading Reference Links
|
----- 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
>
|