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Technology Stocks : Micron Only Forum

MU 225.89

-1.1%

Nov 19 3:59 PM EST

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To: Kathleen capps who wrote (26216)	1/4/1998 5:18:00 PM
From: mike iles	Read Replies (3) of 53903

Kathleen, Think Zeev has his numbers wrong. Last I heard MU had about a 10% share of the 16 Mbit market... and it's the largest producer of 16 Mbit chips. Kind of ironic that Appleton is going to Washington later this month to complain about the Koreans forcing prices down when MU has increased production more than anyone else in the last 12 months. Also, if we do get crossover to 64 in the next month or two (as Achilles $11 price would indicate), MU will be about number 6 or 7, not number 1. This is their traditional approach to new generation chips so it's not surprising that they will lag behind in the early stages of the 64 market. But I suspect they did not expect such an early crossover. So hang in there if you can even though it does get frustrating. The Jans are my 6th series of MU puts ... lost money on #2 thru #5 but have made enough on these guys to get to a healthy profit overall (of course I put it all into Aprils but that's another story). One win can make up for a lot of losses. Best of luck. regards, Mike

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