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Technology Stocks : Micron Only Forum

MU 201.36

-10.9%

3:59 PM EST

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To: Skeeter Bug who wrote (25494)	12/16/1997 8:46:00 AM
From: Bipin Prasad	of 53903

Skeeter, microstamp added micro earnings. actually, i bet it was a net negative. funny thing is, i remember when mu was touting microstamp as something GRRRREAT. what a joke. weren't they going to do a billion this year? Management made a crucial mistake 1 1/2 yrs ago with microstamp. They had about one yr lead in the industry. Those hardware guys didn't understand Microstamp can't succeed without software. Or spend about 6+months to develop microstamp with non-volatile. Unfortunately the Management culture was not set for this wonderful product to succeed. I don't think MU'll survive in near future once Taiwanese, Korean chip makers start to export @less than half of current price. The only way for Micron to stay in business is Micron has to turn the company to developing softwares to American hardware companies. That's where the money is/is gonna be in the future. Who else knows better about chip hardware than Micron ? ps: I said many times that MU should sell off MUEI @peak last year. Look @MUEI now. regards, BPP(Bipin's partner)

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