Thanks everybody for your replies - taking a crack at this question. I learned a bunch from ea of you. Will share any significant answers I get from the SA Bd. kg
yes, that makes sense. This morning I submitted the same question to all the chip experts on the SA msg bd.
Thx Codi. I seem to remember from past writers that Samsung uses a lot of it's own chips such that it's nearing an apples to oranges argument in terms of disrupting the oligopoly. It would be interesting to see some actual numbers on Samsung's in house usage though. kg
I'm surprised no one's attempted to answer this... Come on all you semi experts, how much of Samsung's DRAM is made to put into their own products? And what's really the impact of this on the oligopoly?
and how much this effects the oligopoly theory? Maybe Samsung's increased supply won't impact prices that much for MU... kg
Thx for your thoughts. If I was looking to offload some of my pos of MU, I suppose now wouldn't be a bad time. Probably won't rise significantly for another month or so for Oct earnings. And even then as you know the SP is skittish during and immediately after earnings (historically exceed estimates but less than stellar forecast, etc). The question I would be facing though is where else would I put the money in today's market? Like a lot of folks during the summer I'm not actively trading or investing, just holding and watching inactively. I'll start getting more active and trading come Fall and If MU doesn't show promise after Oct earnings, then I'll be considering selling all. kg
As usual this is certainly not a technical well analyzed opinion from me on Russ's current direction, but perhaps he just see's greater potential in intc at this time. With the run it's had this past year we've all made a great deal of money on MU. kg (I'm still staying long MU at least until Oct earnings or end of the year)
Gas is absolutely correct. I'm long on MU since last October and watch it daily. I also studied the idea of various stop limit and trailing orders but concluded it wasn't worth it on MU. If I wasn't able to pay close attention to a stock and the stock was fairly consistent with small swings, then maybe I'd consider these orders. kg
Based on this last week's news it's looking like America will have no choice but to get more involved in both wars and stick with it going forward. This could be a turning point for stocks or, with Yellen on Friday doving more of the same - stocks may just stay business as usual. Nervous time...
Good luck to you mike. I'm still holding and plan to stay at least into earnings but would like to hold out clear into December. Probably have to get out by then (still slightly on margin but can be reconciled by other moves).
kg2931 (2K shrs MU @ $24.92 Long since 3/5/14)
Since you've held that long, couldn't hurt to wait into next qtrs earnings. I'm guessing we're going to stay under $35 until then. But afterwards and into the end of the year - up to $40.
kg2931 (2K Shrs MU @ $24.92 held Long since March 3rd)
Stocks or funds/etfs. I recall the Rep saying something about no more than 5 trades in a certain time period. This was about 6 years ago. Guess I'll have to call Fidelity. Thanks for bringing this to my attention cheetah. kg
Ditto! I'm 60 and see it the same. Obama's been too busy trying to be liked and leader of the world, not the America our forefathers fought & died for. And the 'wealth is bad' and 'redistribution' mentality is killing us! Hang in there cheetah my man! kg