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Technology Stocks : Micron Only Forum

MU 252.29

+2.2%

11:46 AM EST

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To: TREND1 who wrote (28390)	2/15/1998 2:34:00 PM
From: Richard Russell	of 53903

>>(4) Or maybe SEG WDC MU know they are in a cycle buiness and current negative earnings will in time turn positive in the future as supply and demand again come into balance.<< In the future as supply and demand come into balance will the earnings be great enough to off set losses? Is there any reason to believe that as commoditys that are in an constant state of tech evolution(this means continued drain on earnings to keep up with changes) will have other then paper thin margins when smoothing out price fluctuations over time? Is there enough unquestionable growth to justify sustained high valuation for these type of companys. On the short run there will be sector rotation but IMO you must stay nimble. RR

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