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Technology Stocks : Micron Only Forum

MU 207.36

+3.0%

Nov 21 9:30 AM EST

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To: DJBEINO who wrote (44396)	3/27/1999 9:41:00 PM
From: Charger	Read Replies (2) of 53903

Very interesting and very positive analyst review - vcall.com Go to the drop down box, click on INTC (etc.) Mar 25 Both analysts say "despite the misinformation out there, the PC demand is just fine". They expect a $499 PC by summer and say that when prices are down, demand is up and margins will be able to be maintained. The price of the PC will affect the PC more than the semiconductors, they say. Comes through Real Player. It is long but complete and informative. In the 38th minute The Everin Sec. analyst is asked specifically about MU which he re-iterates as a buy at these levels, citing that MU has the largest mkt share, is the largest DRAM provider, will have good earnings going forward and has the lowest cost (his word). Everin expects Samson and NEC to be Micron's biggest competitors.

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