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Re: DRAM shortage?



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Mark Brown wrote:

> 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.
>

Mark,

Your attempt at sarcasm below really does not make much sense.  If you are going to
post such, I really wish you would take more time and effort with it.  It would be
much easier to read and enjoy!

> 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