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Technology Stocks : Micron Only Forum

MU 237.16

+4.6%

Dec 5 9:30 AM EST

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To: DavidG who wrote (31286)	3/26/1998 7:12:00 AM
From: dumbmoney	Read Replies (2) of 53903

<< But they are doing just that...Last summer MU announced an alliance with LSI to embed Memory into ASIC logic chips and, as far as I know, continues to follow down this path. >> Apparently not very aggresively. << At some point in time you will have to stop listening to the whining and derogatory comments from the likes of Skeeter and others...and realize that MU is a great company in a lousy sector. If and when the sector unwinds and purges itself of the weak players in this sector, MU will be coming out on top. >> MU should have diversified a long time ago. They didn't because they were pigging out during the good times, and management wasn't proactive. They have dug themselves a nice hole. None of the major DRAM producers are weaklings, so we may have a good long wait before they thin out. << Common sense should tell you that SEA can not continue to stay in a business that loses money. They are now finding it difficult to get funding for new technology, in their manufacturing and testing, and will literally be left in the dust with the rapid changes that we now see in the newer Memory devices. >> This is silly. MU has the same money problems. You may have noticed that MU is selling off pieces of itself. Perhaps it never occured to you that the SEA firms can (and are) doing the same. Samsung makes everything from cars to microwave ovens. Hyandai recently sold Symbios Logic to ADPT for $700 mil to raise some pocket change. << I really think you guys better look more objectively at the segment changes and how MU is performing or you will start losing some serious money. >> David, simple question. Is MU going to lose even more money this Q, and if so, why the heck would anyone want to own this dog?

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