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Technology Stocks : Micron Only Forum
MU 230.24+2.5%Nov 26 3:59 PM EST

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To: FJB who wrote (40258)10/23/1998 9:41:00 AM
From: sandstuff  Read Replies (2) of 53903
 
Robert, very interesting theory...here's another one...

based on this article...
semibiznews.com

Seems Micron is going after marketshare, and since Taiwan is in the best position to compete for marketshare...guess who gets slammed with anti-dumping...not Japan, not Korea...little ole' Taiwan with less than 10% of the DRAM market.

Intel might have been better off putting $500M in a Taiwan DRAM fab
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