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

To: BSGrinder who wrote (31299)	3/26/1998 10:32:00 AM
From: TREND1	Read Replies (1) \| Respond to of 53903

Kit You do not understand the J-Curve. (1) Products are initially cheap. (2) Capital costs greatly increase. (3) Korea is now out of the Dram game. Larry dudash

To: BSGrinder who wrote (31299)	3/26/1998 10:36:00 AM
From: DavidG	Read Replies (2) \| Respond to of 53903

Kit, As a relatively recent bear, I believe you are overlooking a crucial factor in favor of the Asian fabs: the immense price advantages they have thanks to the devaluation of their currency As a relatively recent bear I must admit you are making the largest and most prevalent mistake among "the forever bears" and that is reading and research.<g> I only wrote it four days ago: Message 3799198 ...so...since you agree with me that the currency factor is a significant problem(but I believe shortterm), then maybe when you do some research you might find that most of SEA is in a catch-up mode with MU and without funds to upgrade will continue to fall further behind. Now all they can do is dump existing technology chips at a loss to raise cash, but then will fall flat on their face. That is when I believe MU will start to make the big bucks. DavidG