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To: Bill Harmond who wrote (109680)10/5/2000 8:34:36 PM
From: Glenn D. Rudolph  Respond to of 164684
 
You mean like Micron's?

Micron stands out in a crowed and it appears their business is not well understood in that there is too mcuh focus on the DRAM spot price. There is not enough focus on the cost of production.