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Technology Stocks : Micron Only Forum
MU 239.67+1.3%3:28 PM EST

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To: Eric Miller who wrote (257)6/7/1996 9:00:00 PM
From: Trenton A. Scott   of 53903
 
I think MU is a good buy in the mid-high twenties:

There's a lot of very short-term thinking going on around here, but I'm buying MU with at least a nine-to-eighteen month window. Why? Simple. Even if there's an over-supply of memory today, I'm betting that demand will catch-up and eventually out-strip the industry's ability to supply product. Why? The demand for 32-bit operating systems (NT Server, NT Workstation, etc.) and applications (for both client/desktops and back-end servers) will continue to grow rapidly.

Regards,
Trenton.
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