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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: Proud_Infidel who wrote (42116)	1/10/1999 8:40:00 PM
From: Fred Fahmy	Read Replies (3) of 53903

Brian, <Craig Barrett & Co are extremely bright> I agree with the above, but you have to keep in mind that some of the biggest MU bears think they are "fools" and that Intel is "fluff". I also think that the earlier post regarding Rambus memory is very important. Conventional DRAM will soon be relatively low volume relegated to only the low end. R-DRAM will soon be the mainstream memory. That is why in assessing the memory industry the key question is what does capacity and capability to produce R-DRAM look like going forward? Disclaimer: I have no position in MU but continue to believe it is grossly overvalued. Doesn't mean that I don't think they have a chance of coming back to life with Intel's backing and the possibility of them becoming a leader in R-DRAM. It's just that I agree with the statement below which you quoted "don't you think MU at $64 has already discounted the best case scenario, and then some?" In fact, "and then some" is probably an understatement. FF

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