4DS 2.17% 9.4¢ 4ds memory limited

Morgan Stanley report released last night titled "Winter is...

  1. 103 Posts.
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    Morgan Stanley report released last night titled "Winter is coming" claiming that there may be a slowing demand for Dram chips and companies had been stockpiling them "ahead of price hikes" sounds a bit suss to me. They reduced their price target to $75 (from $105).
    As you said they seem to be the only ones with this position.
    WD seemed to have been dragged down even though they are about to announce their best quarter (Sept).
    The timing sucks a bit but let's hope it means a good bounce tomorrow or early next week just in time for our announcement, unless of course it pops today in which case I hope the market appreciates it .
    Trading halt to Monday or Tuesday probably ideal now.
    Who knows, I'm just speculating and hoping for the best for 4DS.
    By the time you read this I hope a halt has been announced and good news to come
    Good luck all.
    J.

 
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