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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: Dr. Evil who wrote (36762)	8/1/1998 12:41:00 PM
From: Sridhar Srinivasan	Read Replies (1) of 53903

Dr. Evil: My point is this, a large percentage of the world's semiconductor manufacturing capacity exists in financially and politically unstable areas of the world. Micron exists in the most stable environment of all. Maybe the reason that MU does not achieve what so many seem to think is a reasonable multiple, is that there is always the possiblility that some of the world's capacity has the potential to just disappear? Amusement comes to the fore when one is confronted with your 'evil' analysis, which while suffering from a significant paucity of both fact and reality, is nevertheless comic. While the semiconductor pricing situation is desperately pessimistic and the bulls do need some straws to clutch on to, what you are offering is an image of a non-existent paranoia matched only by people waiting for the sky to fall on their heads. (G) However, I do see a future for your analytical skills in the soothsaying business. (G) Best Regards, Sridhar

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