Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.03

+2.5%

Jan 16 3:59 PM EST

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To: Jacob Snyder who wrote (20687)	6/23/1998 6:40:00 PM
From: David Rosenthal	Read Replies (1) of 70976

Jacob, Micron is definitely shoving it all in the pot in what looks like an ill-conceived strategy (in addition to everything else they acquired Rendition which is a weaker player in the graphics chips area. They think they can staunch the bleeding by moving into graphics chips?). They are taking their efficiency and spreading it out to more plants. Of course, this means losing money faster unless their competitors quit or demand increases enough. Does Micron really think its pockets are deep enough to succeed? If I were running a competing business I would cut my production some to control losses but not enough to allow prices to increase and I would wait for Micron to spend itself out of business. BTW. In the poker game, I think Micron is putting their last chips on the table, and is making one final roll of the dice. I always suspected that MU didn't know how to play poker. :) Dave

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