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Technology Stocks : Micron Only Forum
MU 246.84+4.2%Nov 14 9:30 AM EST
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To: Jeff Leader who wrote (47821)8/25/1999 5:01:00 PM
From: Skeeter Bug  Read Replies (1) of 53903
 
>>So Samsung can afford continue to pressure MU and others indefinitely.<<

in fact, it behooves them to do so. mys strategy w/b to control pricing so that mu breaks even on reported eps, but has to invest (and lose) $200 million in cash poer q. eventually, mu will run out of money.

then samsung kicks butt.

remember, this is the busy season for this product (school and xmas). another month or so and we get a lull for 9 months. extrapolating seasonality is plain dumber than a door nail, so i expect the bulls to do it and do it often.
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