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Technology Stocks : Micron Only Forum

MU 263.78

+4.5%

Dec 10 3:59 PM EST

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To: TREND1 who wrote (24304)	11/20/1997 1:31:00 PM
From: patrick tang	Read Replies (1) of 53903

The Taiwanese have never lost one cent in semi in the last dozen years that they have entered the market. But they will learn this time - look for Nan Yan to 'merge' - if they can't make DRAMs, they probably won't yield foundry wafers as well. Potential profiteer in this - UMC perhaps? Nan Yan fab 'merges' into UMC for 50 cents on the dollar and stock only? patrick tang

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