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Technology Stocks : Micron Only Forum

MU 244.22

-1.1%

1:54 PM EST

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To: Skeeter Bug who wrote (44003)	3/18/1999 10:40:00 PM
From: Carl R.	Read Replies (1) of 53903

Interesting for that article to come from you, skeeter, considering how bullish TI is on the stock, and on MU's status as a low cost producer. It's also interesting to note that while TI was a technological leader in other areas, they were clearly a laggard at DRAM, and the cost of being a laggard is huge. While you think MU is a laggard, they were clearly not in the same league with TI. I also note that in that piece our local celebrity, Tad LaFountain says In the technology area the worst thing that can happen to a stock is for a company to start generating earnings because people will actually calculate a PE . Oddly I think I read that somewhere recently. <VBG> Carl

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