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Technology Stocks : Micron Only Forum

MU 362.76

+7.8%

Jan 16 3:59 PM EST

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To: DavidG who wrote (31403)	3/29/1998 6:11:00 PM
From: dumbmoney	Read Replies (1) of 53903

<< Can MU even survive being in this market...or can they possibly do mediocre...or maybe...can they even flourish? >> MU will survive. The key is to recognize that we are dealing with a cyclical business...the name of the game is to buy at the bottom of the cycle, but we are not even close to the bottom yet. << Do you believe the PC100 interface is trivial for DRAM manufacturers with current fabs...or possibly another round of upgrades is a necessity? >> No doubt there will be a modest premium for these devices in the short run. I don't think it will be very significant - keep in mind that only the top end PCs will use these things initially. << MU management seems reasonably smart, they have almost $billion dollars should they be using that money to buy MSFT stock to improve their profits? >> No, but they should have a plan to reduce their dependence on the commodity DRAM business. Better late than never. << Do you sometimes wonder if you have all the pieces to the puzzle?...maybe somebody is playing a game with you and withholding those few key pieces until the puzzle is almost completed? >> No. << I wonder what will happen to MU's stock price next week, given our current understanding of MU's fundamentals? >> Gee, if only I could do that I'd be rich!

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