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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (11426)9/3/2003 11:43:02 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95638
 
RE: "So why isn't the old favorite pump stock MU trading at a number closer to $20, instead of being 'just' $14?"

I have never had any interest in MU. It sells a commodity product, DRAM, it competes with foreign government subsidized companies, and it requires huge capital investment just to keep up. I don't know what an appropriate price is. I think I can make a much better case for the prices of most other semis and semi-equips.


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