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

To: tom rusnak who wrote (91140)	7/3/2002 10:33:59 PM
From: Zeev Hed	Respond to of 99280

I think it is, not so much that I see a huge revival of sales (but that may come as well), but Hynix will either have to close or be taken out, maybe at a better price now that they turned down the first offer. If Hynix is taken out, there might be more pricing discipline, and in that business, once they go above fixed costs, profit flow rapidly. MU need to get a 12" facility and thus will have to force the conversion of those warrants. So far, they have always managed to engineer the right price action for their needs (not necessarily investors needs). Zeev