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

To: Dave Gahm who wrote (28516)	2/17/1998 1:13:00 AM
From: Richard Russell	Respond to of 53903

Dave, Thanxs for the info. Maybe you can check back and clarify with mu. I too consistantly look for some acurate factual info that would explain why mu is up to 35. This is a plus if true, waiting for verification. not that this would make mu worth 35 but it is a plus for mu. I made alot of $ on mu in 95 on the run to 95. After it tanked I lost interest and kind of forgot about it. Over a year ago I heard some news on mu and decided to revist hoping to get back in as the price had been so depressed and looked like it might be rebounding. Well the more I looked into the more everything pointed to a company in deep trouble with a very uncertain future. I have seen little to change my mind. However if I ignored the facts and reality and went long I would have made some$ on the run up to 60 last summer instead of just on the way down from 60. RR

To: Dave Gahm who wrote (28516)	2/17/1998 11:11:00 AM
From: Chas	Respond to of 53903

Dave back to the 64M sync vs EDO, I took detailed notes on the conference call and I believe it was Handy from Dataquest that asked the question during Q&A what percentage of the 64M were sdram vs edo. The answer was edo. This was important to me, because during the conf call when the vol of 64M was mentioned Micron did not mention what type or mix. Now, there has been some time for Micron to start building SDRAM 64M, but until I see them showup in the marketplace I do not believe they are ready. This may mean that until Micron starts shipping 64M sync both 66Mhz and 100MhzPC100 I would take it to indicate drastically reduced ability to increase their earnings as long as 16M pricing stays at the current levels. Thats my opinion,.