Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Graybill who wrote (48899)	10/3/1999 11:31:00 PM
From: TREND1	Respond to of 53903

Yes (g)

To: John Graybill who wrote (48899)	10/3/1999 11:36:00 PM
From: Rio Jangada	Read Replies (1) \| Respond to of 53903

>Who's going to tout this thing after earnings? I anticipate many positive comments after earnings. Micron has just gone through an important transition, from a long period of losses to profits. This will be reflected next quarter and in future quarters. The company and its supporters will probably make note of this. They may also note that Micron significantly increased its capacity during the downturn. Like them or not, management is looking real smart now. I see new highs this week, unless the entire market tanks on the FOMC report. RJ

To: John Graybill who wrote (48899)	10/4/1999 1:28:00 AM
From: Skeeter Bug	Respond to of 53903

>>Who's going to tout this thing after earnings?<< john, john, john. you know better than to ask this question! ;-)

To: John Graybill who wrote (48899)	10/4/1999 9:19:00 AM
From: Sridhar Srinivasan	Read Replies (2) \| Respond to of 53903

Larry, Skeeter, John et al: Thanks for some interesting insights. The frothy discussions these days bring to mind the ones that dominated the thread during the early days of Micron's decline in early 96. John writes: "one billion internet users"? "Dataguess" must be smacking its palm on its head for not being the first to come up with the 1B figure. Outlandish by a factor of ten, no doubt, until they explain the economic scenar^H^H^H^H^H^H circumstances that would allow 10% of all Chinese, Indian, and African peasants to go on-line with 30% of the rest of the world. (What year is this supposed to be true?) Not so outlandish if you have taken the time to visit india or china recently. I have been able to access the web from remote indian villages and the the points of presence exist because chinese, indian peasants are no less sophisticated than their american counterparts, at least when it comes to the net. The current projections for access to just indians runs to about 200 million people online by 2005 (and that is a huge middle class, believe me). Ultimatley, com. Barrett may not be far off the mark in his projections. I just think that this may have nothing to do with DRAM prices, that is all. Best Regards, Sridhar