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Technology Stocks : Micron Only Forum

MU 236.25

-1.8%

11:27 AM EST

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To: Chas who wrote (48202)	9/12/1999 11:35:00 PM
From: Skeeter Bug	Read Replies (1) of 53903

chas, i've never disputed that micron was extremely competitive. i think that is obvious. i just take issue when certain things are said to hype a stock w/o foundational evidence. whittington says mu's costs are about 15% below the koreans. i find that very hard to believe. if somebody said korea had cost 15% below micron i would find that equally hard to believe. did you miss fred hickey's article posted on this thread? his source was in there. i'll try and find it to repost. btw, be careful extrapolating gtw's and dell's performance to the entire industry. dell's rev growth was over 40% while the industry was flat last year. this is a key issue so it w/b much appreciated if anybody could post relevant data. zsteve already posted that ingraham micro has been hammered for poor results - the world's largest pc distributor. i think he mentioned another company or two. anyway, the future will be nothing if not interesting! :-) good luck.

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