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Technology Stocks : Micron Only Forum
MU 326.95-3.4%Jan 8 3:59 PM EST
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To: John O'Neill who wrote (42467)1/24/1999 2:25:00 PM
From: Proud_Infidel  Read Replies (1) of 53903
 
John,

I cannot disagree with anything you said. What I will add to that however, is that the equipment sector, where most of my $$ lies, is IMHO due for a drmatic multi-year run. We have witnessed several years of anemic capex after some years where the semis spent $$ like drunken teenagers. The end of '98 saw capex, as a % of semi revs, the lowest in history. We are due for spending. After a 3 year drought, a monsoon is often inevitable.

As for where MU will trade in the next 2 weeks, I haven't a clue, though anecdotal evidence I am seeing suggests there will be a DRAM squeeze sooner than was thought only one month ago.

Regards,

Brian
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