SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Only Forum
MU 237.16+4.6%Dec 5 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Thomas M. who wrote (40795)11/10/1998 1:19:00 AM
From: FJB  Read Replies (1) of 53903
 
Tom,

RE:DRAM bits grow every year. But, capacity is growing, too.

Of course capacity grows, the rate at which it grows is of extreme importance. Korea went from $5B to $1B in semiconductor cap. ex. in one year. MOT, TXN, and Siemens could not compete and threw in the towel. Japanese semiconductor execs. say they don't have the stomach for DRAM. The trend is obvious.

Large volume producers like Micron and Samsung are best positioned to capitalize on future upturns. The jury is still out on whether we are experiencing a serious and real upturn. If we are, MU could trade much higher from here. I think it's scary too.

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News