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Technology Stocks : Micron Only Forum
MU 230.24+2.5%Nov 26 3:59 PM EST
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To: DJBEINO who wrote (27469)1/31/1998 5:39:00 PM
From: Zeev Hed  Read Replies (1) of 53903
 
DJBEINO, I personally do not think that the big deal will fly. It is more likely that the losing facilities will be downsized or sold (but Hyundai stubbornly wants to stay in the DRAM business, so we'll have to see). Frankly, Samsung is the weak sister out there, and when a company is forced to borrow at 20% interest rates when their return on assets are under 5%, it is a prescription for disaster. I am waiting to see the next shoe fall, namely some massive closing of DRAM (and car production) capacity in Korea. If they do not, they'll bleed to death. If they do, the survivors (including MU) will do just fine. Could the recent strength of MU be in anticipation of a reduction in capacity?

Zeev
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