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

To: Skeeter Bug who wrote (33067)	5/8/1998 10:37:00 PM
From: TREND1	Read Replies (1) \| Respond to of 53903

Skeeter After all the "bear bull" you write on this Micron BB and you want me to feed you data ! And I can not remember you ever giving one source ! You are funny ! Larry Dudash

To: Skeeter Bug who wrote (33067)	5/9/1998 1:53:00 AM
From: Chas	Read Replies (1) \| Respond to of 53903

Skeeter, No supplier is going to advertize being the low cost producer, especially if you are being investigated for dumping.mums the word. And, so what if MU is the lowest cost producer for a given product, they still have to make money, or make more than they are spending. Micron obviously is very good at shrinking die and enhancing yields. You might say they wrote the book, so now everone is copying their simple strategy with the crisis, and even with all the suppliers out there working on yield enhancements and shrinking die, there will still be a shortage, predicted by sometime in 99. Then MU will get stronger again. I will be buying calls.