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Technology Stocks : Micron Only Forum

MU 236.50

+2.7%

Nov 28 12:59 PM EST

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To: Mike M2 who wrote (29042)	2/26/1998 4:19:00 PM
From: Megs	Read Replies (2) of 53903

The problem with the analysts was that they did not remember the past. No one can see the future. The past is 20/20. Down cycles have occurred every time more capacity has come online or when they have increased the wafer size. This time the DRAM market had both occur at the same time. Micron is pretty close to being the last to convert so when they finally change wafer size or build more capacity then you know to get out or short. I know from this that the next down cycle for the DRAM market will be when the industry as a whole has converted to 300mm wafers (sometime time around 2001). I really should be an analyst... Who here has ML's number they could use a good one.

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