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Technology Stocks : Micron Only Forum
MU 236.48+2.7%Nov 28 9:30 AM EST
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To: Morgan Chu who wrote (285)6/11/1996 10:12:00 AM
From: GuinnessGuy   of 53903
 
Morgan,

>Whats keeping MU up? Micron should drop 10 points once everyone<
> realizes that the down turn will last more than 12 months.<

There may be some reasons to believe that we are at the bottom of the cycle for MU.

1) MU will start producing the RFID engine on a chip well before one year is up. They have high hopes for this from what I can gather.

2) They own 80% of MUEI, the computer maker. MUEI has been winning a lot of awards and looks like it could make a significant contribution to MU's bottom line.

3) There have been a lot of Asian companies that are reporting cut-backs. If these are true and turn out to be effective then the slid in DRAM pricing may be over.

Regards...Craig
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