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

To: TREND1 who wrote (26206)	1/3/1998 11:20:00 AM
From: Thomas G. Busillo	Respond to of 53903

Larry, MU stock is definitely discounting that, but the way I look at the industry it seems that anytime one set of players does something "smart" (industry-level) another set comes out and does something "less-than-smart". Most recent example: The S. Korean's shut down production earlier in the fall, and Micron jumps in and increases production of a magnitude which totally negates any industrywide upside. Future example?: The Taiwainese see this happening and may be reading this as an opportunity to boost market share. I think they'd better smarter allocating their resources toward more application-specific IC's, but who knows? Good trading, Tom