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 : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Robert Schling who wrote (4297)	1/3/1998 1:18:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 10921

Robert, I believe Larry Dudash is calculating that MU has 30% of the DRAM market with Samsung at the same level, with Samsung forced to make difficult choices where to deploy their meager resources (and cutting doewn on future investments in DRAM), could it be that the Market is going to crown MU as the victor in the DRAM battle for hegemony? Nor only are they supposed to be the lowest cost producer but also the largestmarket share holder. I would say that this could be a good enough reason to slowly become bullish long term on MU. I will defer mu final call until 28 is actually breached, but if 28 is breached, I'll have to eat my "low teens" hat and become bullish again. If I become bullish on MU I have to become bullish of the sector as well. Zeev