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 : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Glenn D. Rudolph who wrote (91618)	1/20/2000 3:28:00 PM
From: fedhead	Read Replies (1) \| Respond to of 164684

There are much better stocks to invest IMO. MU 's stock tracks DRAM prices which are very volatile. They will do well in the semi up cycle but with a lot of volatilty. If you can stomach the volatility go for it. Anindo

To: Glenn D. Rudolph who wrote (91618)	1/21/2000 4:31:00 PM
From: Si_Detective	Read Replies (1) \| Respond to of 164684

Glenn: just my 2 cents worth on MU. This Q is seasonal slow for DRAM(or PC in that matter). So you may have a chance to enter at lower price later in the Q. I agree with William's earlier comment on MU; Asia DRAM makers are behind in capital spending last year while MU is aggressively investing in equipment spending. So they'll be benefited from it for the next few Q. Some investment ideas: GSPN--DSL semiconductor maker(pretty much like BRCM in cable modem chipset). METHA--fibre optics(like ETEK).