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RE: Re[2]: DRAM shortage?



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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