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Technology Stocks : Micron Only Forum

MU 265.92

+7.0%

Dec 19 9:30 AM EST

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To: mishedlo who wrote (51762)	9/11/2000 11:56:44 PM
From: FJB	Read Replies (1) of 53903

MU actions are that of a thief caught red-handed. Took Investment money from INTC and tried to steal RMBS technology for use in a product counter to Intels' wishes. You are a tad confused here. Intel PROFITED HANDSOMELY ON THEIR MU INVESTMENT. Rambus went to a JEDEC open standards meeting and patented technology based on what they heard at that meeting. Now, they turn around and try to extort money from the DRAM industry based on that. If you haven't noticed Intel is moving away from RDRAM technology, faster then a bus going downhill. Micron made the correct decision early on that RDRAM offered nothing from a cost/performance perspective. Micron management should be praised for making the correct decision about the technology way ahead of everyone else. RMBS at 79 is one of the most grossly overvalued stocks on the planet. Disclaimer: I do not have positions in either company.

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