SI
SI
discoversearch

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


To: Earlie who wrote (26013)12/21/1997 10:50:00 PM
From: MR. PANAMA (I am a PLAYER)  Respond to of 53903
 
Earlie...the one goood thing about this Crisis is...THE SQUANDERING HAS STOPPED..Growth will be cut back...this will cause unemployment but it will be closer to true employment rather than mkt share generated employment...profits will be the direction rather than mkt share...and there shall be an opening of their mkts due to the partnerships and increased equity stakes that will be obtained by Rock Solid US Companies that not only will help with their Money but with their Style...

When we had problems in the US...Reits and Orange County Baky Rupture many were Timid...but we are all better off due to those experiences...seems like yesterday...Was not that long ago that CCI was thought to be dead...who made the money there...Prince Waleed...
who stepped up to the plate .....and my favorite example is Chrysler Corp...who stepped up to the Plate when it was 9-10 -11 etc pre split...Mr Kirk K...

I have said it before and again...OUT OF CHAOS COMES OPPORTUNITIES....When everyone like I Come Poorer go with the flow or current rage and get scared ...maybe we have bottomed....



To: Earlie who wrote (26013)12/22/1997 2:54:00 AM
From: Ed Beers  Read Replies (1) | Respond to of 53903
 
Earlie, I now have a history of fairly accurate predictions of
Micron's performance and highly inaccurate predictions of Micron's
resulting stock price. I am begining to believe that this can be
explained by two "facts".

"Fact #1": Micron is the low cost DRAM producer.

"Fact #2": Micron requires fewer mask steps than other DRAM
producers.

I am not arguing that either "fact" is true, only that plenty of
investors believe that it is and act accordingly.

Ed



To: Earlie who wrote (26013)12/22/1997 10:32:00 AM
From: Cynic 2005  Read Replies (2) | Respond to of 53903
 
Earlie, <<I see or hear out of China makes me break out in a deflationary sweat.......>>

a comment I read somewhere - "China is not 1 billion consumers. It is 1 billion producers."

BTW, MU short-interest is up to 36 mil shares. Unless the market breaks-down big, this one will be tough to crack.

-Mohan