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Technology Stocks : Micron Only Forum
MU 241.08-6.7%3:59 PM EST
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To: TREND1 who wrote (28390)2/15/1998 1:14:00 PM
From: phbolton  Read Replies (1) of 53903
 
Larry: The real question about the disk and dram companies is when do they start being analyzed like the companies that make capacitors, power supplies and resistors? A commodity item is a commodity item. My guess (your #4) is that analysis of MU should be more like that of Exxon, Alcoa and the like rather than that of Intel.
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