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Technology Stocks : Micron Only Forum
MU 286.68+3.8%Dec 24 12:59 PM EST
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To: FJB who wrote (39048)9/26/1998 7:43:00 AM
From: Carl R.  Read Replies (2) of 53903
 
If Intel gives bucks to MU, then then battle for low marginal cost goes on, and on.... As I have repeatedly said, the lowest marginal cost producer will usually win unless they run out of money first, in which case the deeper pockets wins. Also it is worth pointing out that INTC has also been pretty good at investing in other companies in the past.

On a more cynical note, semi manufacturers were loaning money to WFR so that they would continue to build wafer fabs. Now there is terrible oversupply and WFR is on the ropes. (Note that WFR would have made a much better short than MU two years ago.) While INTC does not buy DRAM, they do benefit from low DRAM prices.

Thanks for the post, Bob,

Carl
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