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Technology Stocks : Micron Only Forum
MU 345.82+0.2%3:59 PM EST
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To: Knighty Tin who wrote (38347)9/15/1998 1:41:00 AM
From: Carl R.  Read Replies (2) of 53903
 
Mike, if I recall, you predicted awhile back that "we are now entering the end game". But how will it end? Will MU crash and burn, after all they have had plenty of chances? Or will they be able to make enough cost reductions to break even?

With the Koreans shutting down plants and strong demand for personal computers, I think memory prices will remain stable for the remainder of the year. One problem that the Koreans have is that the only way to get costs down is to keep those plants cranking, and keep hunting defects. With the plants shutting down periodically they will have a hard time keeping costs down. They tried this strategy once before and it was a disaster for them as MU shot into the low cost producer position, and MU stock shot to 55. Will history repeat itself?

Carl
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