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Technology Stocks : Micron Only Forum
MU 284.79-0.7%3:59 PM EST

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To: DavidG who wrote (36622)7/28/1998 7:50:00 PM
From: Fabeyes  Read Replies (1) of 53903
 
----> My point has always been that the Koreans do not have the funds to continue to keep pace with MU on the new products.

Remember, when you talk about the Koreans you are talking about companies that have 80 billion dollars in revenue; and an intense pride. I think the time for MU to take these companies off the playing field is over. That could have been accomplished two years ago. Now they, the Koreans, have smelled blood in the water; in addition to learning the Micron secret -- SHIRNK, SHRINK, SHIRINK.

You can never say never, but it is not the same set of cards that were there in the middle of the last upturn.
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