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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (2379)10/31/2001 5:52:46 PM
From: All Mtn Ski  Respond to of 99280
 
I agree things don't look good for MU, my past experience with commodity players have not been positive, so I only invest in companies with IP, patents and/or other key competitive advantages. The DRAM market, especially, has been looney tunes for years. Give me a PLD, ASIC or GaAs anyday over a DRAM or blank wafers. <g>

TT



To: Steve Lee who wrote (2379)10/31/2001 8:24:55 PM
From: LTK007  Read Replies (1) | Respond to of 99280
 
<"that orders have been stronger over the August quarter so far to date".> they later specified that their orders were up because costumers were taking advantage of the very low dram prices--whatever that means? guess it means if you are giving it way demand increases? Max


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