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Technology Stocks : Micron Only Forum

MU 286.68

+3.8%

Dec 24 12:59 PM EST

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To: DavidG who wrote (36615)	7/28/1998 4:31:00 PM
From: Skeeter Bug	Read Replies (1) of 53903

i'm very sure they have 0.35 and 0.25 also. which, btw, proves my point. the producers of the vast majority of dram - not % of companies but % of output (the REAL IMPORTANT number) - are all technologically extremely competitive. this big advantage you give to mu doesn't exist, imho. mu is extremely competitive, for sure. they just have no significant nor long term advantage. their biz will improve when the macroeconomics of the biz improve and not before, imho. the probability of mu being successful while everyone else wallows in agony is extremely close to nil.

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