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Politics : Ask Michael Burke
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To: novice investor who wrote (49266)3/1/1999 11:36:00 AM
From: Knighty Tin  Read Replies (4) of 132070
 
NI, There is no question that the Koreans, Taiwanese and Japanese are increasing capacity rapidly. The idea that they would roll over and play dead for Micron was always nonsense.

However, the strike was last month and that was the last month in MU's quarter. So, the higher prices than normal for DRAM, combined with MU cranking up production, and MUEI's Xmas season, could combine to give them a one quarter profit. Then, back to even larger losses and a march toward single digit stock prices.

MB
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