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: Skeeter Bug who wrote (35701)	6/25/1998 12:58:00 AM
From: Dave Gahm	Respond to of 53903

Skeeter, I'm of the belief that Carl Johnson at Infrastructure is correct with his assessment that there will be no recovery in the DRAM market. The PC industry has matured and the commoditization stage has begun which will result in the eventual consolidation of the smaller players into a few huge manufacturers that will have the economy of scale to make a consistent profit. The bigger the PC makers get the more control they can assert over component suppliers, either through strategic alliances, investments (INTC with Samsung and LG) or even the outright acquisition of future basket cases like MU <G>. At some point MU will be forced to make a deal with the devil and the price will be the future big profits that the market continues to see just around the bend. To be fair to MU they have made some brilliant moves as well as some very stupid ones, but in the end it won't matter a whit...they're simply in the wrong business at the wrong time. Regards, Dave