Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sun Tzu who wrote (1211)	9/27/2001 10:10:51 AM
From: Think4Yourself	Read Replies (2) of 95572

re: Man you are being robbed! That was one month ago when I checked. If memory was $20 this past quarter and it's now free, what does that say about MU's losses for the quarter about to start? The rebate situation you describes means they are LITERALLY paying you to take their memory. Losing lots of money per chip but making it up on volume? The problem is that none of the makers is willing to shut down. Little players going out of business won't be enough. One of the big boys like Micron, Hynix, Samsung, etc, has to exit the business. My guess is Hynix, but that is probably 6 months away. The South Korean bankers just gave them more money, probably due to fears of what a collapse of Hynix would do to their economy.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next