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Technology Stocks : Micron Only Forum
MU 237.56-0.3%10:09 AM EST

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To: Bilow who wrote (53733)2/24/2006 10:58:11 PM
From: Skeeter Bug  Read Replies (1) of 53903
 
bilow, this business sucks. they sell hype very effectively, not product. actually, they are very effective at selling product - just too much of it.

the concept i still very simple...

the only way to significantly reduce costs is to dramatically increase output.

increasing output reduces selling prices.

i underestimated the demand for lipstick... with a pig attached. -lol-

seriously, you are right. a big player has to go out of the business in a serious way to reduce total output so the remaining players can increase output and make big bucks.

it seems everyone is betting it will happen sooner rather than later - and almost 10 years of being wrong hasn't deterred them.
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