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Technology Stocks : Micron Only Forum

MU 225.72

-3.0%

3:59 PM EST

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To: Skeeter Bug who wrote (26846)	1/20/1998 11:42:00 AM
From: Megs	Read Replies (1) of 53903

I can't believe it! I'm agreeing with the Bug! Your right about the mentality of this business. They just keep building and building even when the market is poor so that they can capitialize when the market turns around. But, if they don't stop bringing on more and more capacity then the market will never turn around. This "maintain market share at all costs" attitude could cause the whole market to crash. I think if they stopped the building and converted to the 64Mbit the market would come back to 94-95 prices. My reason is simple, the 64Mbit is a big chip. I have one of Micron's chip cards they handed out at the annual meeting and their 64Mbit is 3 times as big as their smallest 16Mbit (93mm2 vs. 29mm2). I assume they will shrink the 64Mbit but that will take time. They had a 96mm2 16Mbit back in 1993 and it took them 4 years to get down to 29mm2. That would be a couple of years of healthy profits anyway... Meg

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