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Technology Stocks : Micron Only Forum

MU 207.36

+3.0%

Nov 21 9:30 AM EST

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To: Skeeter Bug who wrote (30397)	3/16/1998 10:37:00 PM
From: Zeev Hed	Read Replies (2) of 53903

Skeeter, but, when the poker players fold one after the other, if MU still stands, then it might be very well positioned. I am not as worried as you are about the Y2k diversion of resources to software. Not only do DRAM find their way into a lot of PC, and into sub $1000 PC which are going to increase, but also in many other products as well. If the DRAM makers are allowed to make a profit, they will make a lot of profits. But, for that, some of the players must fold and Japan must pull the SEA countries out of their impending depression with a massive tax cut. Otherwise, the balance of supply and demand in this sector will stay sickly. Zeev

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