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Technology Stocks : Micron Only Forum

MU 237.94

-0.2%

Nov 7 9:30 AM EST

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To: Dave Gahm who wrote (42104)	1/10/1999 8:29:00 PM
From: Proud_Infidel	Read Replies (3) of 53903

Dave, but don't you think MU at $64 has already discounted the best case scenario, and then some? Personally, I have no idea where DRAM pricing will be 6 months from now. But one must look seriously at the $500M investment INTC made in MU. Why invest in an unprofitable business with overcapacity? Craig Barrett & Co are extremely bright and I believe they saw the turn in DRAM before anyone else and, through their investment, have secured themselves an ample supply in case of any DRAM shortage that may occur this year. BK

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