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

To: Earlie who wrote (26272)	1/7/1998 12:02:00 PM
From: Kerry Phineas	Respond to of 53903

Earlie, you don't have to work too hard to convince me. In all fairness, MU is in a very different kind of commodity business where there are so many variables that co's can differentiate their production/research/etc. And the economies of scale have been increasing exponentially and will continue to do so for the forseeable future- thats the big thing, in my mind, that really brings a lot of questions as to the attractiveness of the stock. The end product, of course, can't be differentiated much whatsoever in terms of its attractiveness to purchasers- quality, and thats about it. I think the co's are in pain but until they start dropping and merging big time its not going to be over. (I think.)