>the big boys will be working on 256 mb (another 200-300% increase in >bit output). mu will borrow money every cycle just to break even.
Skeeter, somehow I have this strangle inkling that you don't read any info (esp. those even remotely positive to MU) out there. While you have been right on the MU situation thro' 97 (the clock theory at work, clearly), I know of only two people that think MU is not one of the big boys in the DRAM business (ten percent world market share as of last quarter). Yeah, the other one is the famous (Brings to memory Clint Eastwood telling his boss that he is a legend in his own mind) MBurke. Also, the Taiwanese, while considered to be big by about seven people on this thread (and the world probably), make less (and sell even less) DRAM collectively than does micron.
Micron made oodles of money the last upturn, and will probably do so again.
> mu will borrow money every cycle just to break even.
Are you, by any chance, planning on being on their payroll? (G). Now that the Big 3 Koreans (whose debt to equity ratios are in the 2-4 range, yes, they have far more debt than equity) have to pay the price for their sins, I have a feeling that the clock is going to move past your predictions.
Best Regards,
Sridhar |
