Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 225.62

-3.0%

1:37 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Trey McAtee who wrote (37457)	8/13/1998 7:39:00 PM
From: Bipin Prasad	Read Replies (2) of 53903

trey, As you know well, all semis are not the same. NSM develops analog and is going after INTC with Cyrix's microprocessors. So I'm not surprised that they are in the midst of a very protracted bottom. 1. Analog is dead and CPQ has digital. Digital will rule! 2. How long can they stay in business with Cyrix's microprocessors against INTC ? I don't know the answer. A recent survey said that some oems are willing to buy non-INTC microprocessors. But when will they turn around? I have no idea. 3. MU is in DRAM business and has largest market share. later, InSook

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next