Micron Only Forum 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 : Micron Only Forum

MU 245.37

+1.8%

11:25 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Skeeter Bug who wrote (23576)	11/6/1997 2:10:00 PM
From: Peter Shaw	Read Replies (2) of 53903

Skeeter, If memory serves me correct, MU management stated that 50% of wafer starts were for SDRAM. Where did you come up with the 10% figure? M-Stamp was never intended to become profitable until the second half of 1998 (I don't know if it's calender or fiscal). They are promoting the chip and I don't know if they will be able to find a mass market for it. I put a 50/50 probability on it being successful. Things certainly look as bearish as you anticipate right now, but who knows about the longer term? Not enough fear and discounting has occurred on MU due to the great liquidity it affords traders... Cheers, Peter Shaw

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next