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Technology Stocks : Micron Only Forum

MU 201.36

-10.9%

3:59 PM EST

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To: Joe Donato who wrote (39904)	10/14/1998 1:48:00 PM
From: DavidG	Read Replies (3) of 53903

Joe, Now stop that!!! Don't you realize you are trying to spoonfeed logic to the "forever bears". For the life of me I can not comprehend how the "forever bears" can put any Korean Semiconductor on a pedestal and at the same time trash Micron and kick it into the gutter. The Koreans are in such deep sh*t financially and their future is looking very bleak for DRAMs... b/c of their inability to adequately fund upgrades for their fabs. To get ahead of the curve they must inject capital dollars every year or fall behind...and we are talking billions every year. With their currency cut in half and the IMF watching them closely, and their government putting the squeeze on the Chaebols how can they maintain a lead or get in the lead( depending on what position in the race you believe they are). It was only a month or two ago the "forever bears" were bragging about Hyundai and all the money and technology advances they have...yeah right!...I seriously doubt whether the DRAM portion of Hyundai will even be around after next year. It is really getting silly on this thread.:-) Good Luck Trading DavidG

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