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Technology Stocks : Micron Only Forum

MU 292.63

-0.6%

Dec 30 3:59 PM EST

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To: Bilow who wrote (51776)	9/14/2000 2:16:37 PM
From: mishedlo	Read Replies (1) of 53903

Carl - I would not short MU at these prices either. You are right in that they are still overpriced however. Also I wonder what will happen when TXN starts unloading their shares. You probably are aware that they filed to sell. That can not be good news for MU either. Egos - yes, you said it. For a lousy 2% royalty, MU has lost BILLIONS of $$$$. While Samsung humms along reping big profits on RDRAM, MU can not even get it to work without some exceptions. INTC did not get out of MU what it had expected, that is why INTC sold. INTC should never have bailed out MU in the first place. What is so stupid is that with INTC's investment they could have been first on the bandwagon working with Intel & RMBS and been at the forefront. Someone posted that I do not know what makes MU tick. Well, perhaps so, since it sure is neither logic nor good business sense. MU could have been INTC's and RMBS's best friend at the forefront of memory advances, instead they will sign last, at the worst rate, or worse yet lose in court and head for the toilet at $15/ share.

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