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Technology Stocks : Micron Only Forum
MU 315.42+10.5%Jan 2 9:30 AM EST
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To: Ed Beers who wrote (33677)5/19/1998 12:55:00 PM
From: mike iles   of 53903
 
Ed, thanks for the comments ... as you say it would be really interesting to know how the 64 Mbit ramp is going, what their yields are like. Being bearish, my theory is that unlike the 4-to-16 transition where they had a lot of time to prepare and did an outstanding job at getting yields up quickly, this time they're getting caught with their pants down and the first 2-3 quarters will be rough. I'm with you on changing horses in mid-stream. When the last bear becomes a trader and goes long MU for a day, this turkey will crash and burn.

regards, Mike
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