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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: DJBEINO who wrote (46804)	6/25/1999 3:06:00 PM
From: Skeeter Bug	Read Replies (3) \| Respond to of 53903

>>“NEC hopes to hang in as one of a handful of very large DRAM vendors able to subsist on razor-thin profit margins by churning out tens of millions of commodity devices.” << nec and i agree on the future of dram... ;-) subsist... razor thin margins...

To: DJBEINO who wrote (46804)	6/26/1999 12:17:00 AM
From: Dharmesh Vyas	Respond to of 53903

Djbeino....good post... I'm glad that you noticed that article in EBN. It is an excellent article. There is another article in Upside that outlines the whole DRAM business, and MU. If Mu looses .10 cents and then maybe more the next quarter in the worst pricing environment for DRAM's what's wrong with that? IMHO Mu is the best manufacturer for this stuff, and the Japanese are being pushed out and the Korean's without the loan from the IMF would not be able to keep up. The demand will be there. We are not going back to the stoneages...Japan is recovering from the worst economic slump. Last i checked they do consume electronic items, and they too will use the power of the net like we are. This is a pure play in the boom for semi's. As for analysts there are fickle...i hope they lower estimates more. We should be thanking Niles and others for lowering future numbers for it will make it easier for micron to beat them going forward. Rock on with MICRON. Please bring the stock to the low 30's I have not completed my purchases.