Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 237.16

+4.6%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BSGrinder who wrote (31299)	3/26/1998 10:36:00 AM
From: DavidG	Read Replies (2) of 53903

Kit, As a relatively recent bear, I believe you are overlooking a crucial factor in favor of the Asian fabs: the immense price advantages they have thanks to the devaluation of their currency As a relatively recent bear I must admit you are making the largest and most prevalent mistake among "the forever bears" and that is reading and research.<g> I only wrote it four days ago: Message 3799198 ...so...since you agree with me that the currency factor is a significant problem(but I believe shortterm), then maybe when you do some research you might find that most of SEA is in a catch-up mode with MU and without funds to upgrade will continue to fall further behind. Now all they can do is dump existing technology chips at a loss to raise cash, but then will fall flat on their face. That is when I believe MU will start to make the big bucks. DavidG

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next