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Technology Stocks : Micron Only Forum
MU 205.99-8.8%12:07 PM EST
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To: Fabeyes who wrote (45368)4/24/1999 10:01:00 AM
From: Patrick Hennessey  Read Replies (4) of 53903
 
Fab,
I think one more real good bloodbath in DRAM will be good for the
industry, probably the nastier the better. If Samsung, Hyndai, and
Micron are the 3 lowest cost producers with the largest total market
shares, which myself and many other think, then they should all survive while the rest of the industry either goes out of business
or changes. This market is certainly big enough for the three of
them!
Pat
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