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 : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Duane L. Olson who wrote (9957)	2/21/1998 10:31:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 25814

TSO: I'm not a big MU fan because I think the commodity market is tricky to guess. For instance in 1995 when Windows 95 came out in the fall (I think) that was the highest point for the DRAM manufacturers' stock prices. Not the start of a new cycle! Everyone must have been loading the boat in anticipation of the cycle upgrade to such an extent that they built too many ships. You are right - this time things could be very different because of the Koreans unwillingness to be plastered again in the profits arena for the 3rd year in a row. MU will likely do well. Esp. next year and beyond. But anything below 100!!!