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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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