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

To: DJBEINO who wrote (52108)	11/16/2000 9:18:31 AM
From: DJBEINO	Respond to of 53903

Alert: Mrgn Stnly Dn Wttr reiterates coverage of MU at Outperform, price target $50 +++++++++ 08:53 ET Chase On Semis : Chase H&Q says it would continue to be aggressively building positions in the following chip names: ALTR, ATML, XLNX, IDTI, MCHP, SSTI, AMD, LSI, MU.

To: DJBEINO who wrote (52108)	11/19/2000 10:34:26 PM
From: Skeeter Bug	Respond to of 53903

>>Appleton reiterated Micron's claim to being the lowest cost DRAM producer in industry, so even at $4 each for basic 8x8 64-megabit chips "we are still making a profit.<< good thing applesauce doesn't have to service all that debt he turned into equity recently ;-) >>However, many of our competitors are now losing money again on DRAMs.<< many? not all? you mean takamoto's corner dram fab isn't making money at current prices? i bet all the big boys are, though. iow, misleading language but technically true. hey, applesauce's audience is an easy mark. >>That's why you see the Taiwanese pulling back to delay new fabs, and the Japanese to continue retrenching in DRAMs."<< hmmmmm, didn't lehi get pulled back? hmmmmm... ;-) btw, electronic business ranking of dram mfrs looks like this... 1. samsung $4.75 beeellyon dollars (22.9%) 2. hyundai $4.21 beeellyon dollars (20.3%) 3. micron $3.32 beeellyon dollars (16.0%) . . . 1,500. takamoto's corner dram fab $25 dollars (0.0000000000000000000000000000000000000000001%) - and losing money as we speak (and don't you forget it!). what happened to the "micron is #1" mantra? seems i reemember calling that wrong years ago. micron isn't #1 by a long shot. samsung is over 50% larger.