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Technology Stocks : Micron Only Forum

MU 230.24

+2.5%

3:59 PM EST

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To: MR. PANAMA (I am a PLAYER) who wrote (27409)	1/30/1998 12:34:00 AM
From: Richard Russell	Read Replies (2) of 53903

Baiter, What makes you think that The asians are completly inept and not the primary force in the market. Korea has made semi-conductors the back bone of their economy. They are dedicated for the long haul as a nation to dram production. Never the less would you agree that all the major competitors in this market are basically operating on the same level? I would think so. The problem as I see it is that this is a COMMODITY product and no will make much money from it. The margins are thin and now that capacity has been established and will be relatively easy to keep up with demand the "cycles" will be only minor fluctuations. MU is not a growth company and is way overvalued even if you factor in the most realistic optimistic probabities for the future. RR

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