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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (166594)	6/19/2002 8:31:26 AM
From: John F. Dowd	Respond to of 186894

JF: This is like the steel industry. Huge capital intensity. Big ups and downs and commodity based pricing. I think this behavior can be likened to the old steel battles of the past. There is always going to be dumping as mfrs. get caught long and are more interested in cash flow then accrued earnings. Or you might say the generic RAM industry is like the airlines. I really don't know what the big surprise is concerning MU and the other biggies like Samsung. I am sure they don't want to be losing $ on every chip sold. I don't buy the driving the small guy out of business conspiracy scenario. This business (commodity RAM) by nature exhibits these characteristics.JFD