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Technology Stocks : Micron Only Forum

MU 233.61

+3.1%

10:45 AM EST

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To: Brian Fraser who wrote (24364)	11/21/1997 6:15:00 PM
From: Thomas G. Busillo	Read Replies (5) of 53903

Brian, re: <<MU is testing sh*t there>>, is this some kind of new product or process innovation? I mean, IBM, MOT come out with innovations based on copper-wiring, but coppper isn't free... ...could there be some kind of secret project in Lehi involving a process which would make cow dung conductive? Now as hard as it may be to believe based on the above, I'm no electrical engineer. However, IMHO this could be a big breakthrough and a source of sustainable competitive advantage for MU. They're in Idaho. There are cows in Idaho. Cows do as cows do. So bang! The cost of raw materials themselves would be close to zero on top of whatever transport costs are involved. The Koreans and Taiwanese lack this vital raw material in quantity so that ups their cost of production, and if MU really wants to play hardball they don't license the technology. Voila! Maybe that explains how MU can be up 2 intraday when it's 64% owned subsid. MUEI reports earnings will be "marginal" <g> Good trading, Tom

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