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Technology Stocks : Micron Only Forum

MU 248.54

+10.1%

3:59 PM EST

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To: sandstuff who wrote (40654)	11/4/1998 12:51:00 AM
From: Carl R.	Read Replies (1) of 53903

And I agree with your post. The Tiawanese are indeed the future competition, though Samsung is also strong and will probably continue to be. The Japanese, LG, and Siemans I see as weaker. IBM is a mystery, though I suspect that like TI they have fallen behind. For what its worth, I think it is legal for MU as a domestic manufacturer to sell below cost in the US, but it is not legal for a foreign manufacturer to sell below cost in the US. I suppose that selling below cost by a domestic manufacturer could cause anti-trust claims, but MU is so far from a monopoly that this would be a ridiculous claim. As for talking the stock up, MU certainly has shown the ability to "protect" their shareholders from time to time. <G> Carl

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