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Technology Stocks : Micron Only Forum

MU 237.94

-0.2%

Nov 7 9:30 AM EST

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To: cordob who wrote (53619)	3/23/2002 12:42:50 PM
From: phbolton	Read Replies (1) of 53903

Some points Prudential missed: The DRAM biz is still shrinking and will continue to shrink. There will be some up spikes but there will be more downfalls, the technology to increase production will continue to outpace demand MU's market cap exceeds that of the total annual worldwide DRAM revenues MU still carries Lehi on its books (and who knows what else) at vastly inflated value I have no current position in MU but if it goes to 50 I might short/buy puts once again

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