bateman-
>>The problem is does anyone of the regular bears have the contacts and years of
experience as TK to REALLY know that the fundamentals continue to det....the
company is the best in its field ...if the foreigners dump product is it a company
problem or a commodity problem...or REGULATORY PROBLEM HINT HINT
"DOJ"<<
first, a lot of us have the resources to get the same info hurlcrap does. second, as for MU being the best in its field, to what field are you referring? this is pure speculation that MU is the low cost producer. i dont care if it comes from an analyst who supposedly has gods unlisted number. they are speculating as much as you. you are using the tactic of the big lie (a lie repeated enough times becomes true in the mind of the listener)and you look foolish doing it. as for the DOJ, many of these manufacturers are setting up AMERICAN operations. they wont be foreigners anymore.
larry, SDRAM is under the same pressure EDO is. sure, SDRAM gets a premium right now, but just wait. it wont hold that much longer, especially with MUs movement toward SDRAM. and one more point...most SDRAM quotes i have seen are for 64Mb parts, which MU is not selling in volume.
lets pick our bottom estimates:
i think it will reach bottom in january, at 15.
good luck to all,
trey |
