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Technology Stocks : Micron Only Forum

MU 344.97

+5.5%

Jan 9 9:30 AM EST

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To: Trey McAtee who wrote (38489)	9/16/1998 12:52:00 AM
From: Skeeter Bug	Read Replies (1) of 53903

trey, it does appear korea learned one thing during their last scam - to not hold as much inventory. it appears they really have cut back. even so, though, with world capacity at 70% (meaning a 50% overnight increase in capacity is doable right now) and prices below net costs, this industry looks dead for quite a while. especially in light of the fact that 50% turns into 200% by the end of 12 months. the koreans best bet, imho, would be a scorched earth policy meant to drive mu out of business. but then, maybe i just don't like applesauce ;-)

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