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

To: Zeev Hed who wrote (34502)	6/7/1998 7:11:00 PM
From: gao seng	Respond to of 53903

I think they will get TXN stuff for almost free. And Korea = 30 percent of 20 billion memory market. TXN and MU = america = 20 percent. Japan = 50 percent. Korea reducing. So, yen goes to 140 and that is a major resistance point that will cause G-7 to support yen. Yen goes back down to 110. Price of memory goes up. Memory market back to 1995 40 billion level, but now MU has 25 percent market share. TXN wants out, MU doesn't have money, Korea and Japan don't want it. It's like that junk car, the only guy that wants it only has 50 bucks. Or that gotk stock, only guy wants it is the MM for 25 cents. So he gets it. This is a war of attrition, and only a few will be in the memory market. MU will be on the few, if they can get TXN's stuff to reach the economies of scale needed in this industry.