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


To: sam dram who wrote (36497)7/27/1998 11:54:00 AM
From: DavidG  Read Replies (1) | Respond to of 53903
 
Sam,

. yes micron is losing tons of money, probally 200 million/qtr and when the TI deal is done in sept. add another 200+ million/qtr.

Micron lost $106 million last quarter and less the quarters before. Now are you talking about what you are PRAYING for in the future quarters?<g>

.the dram market will rebound but probally not intill micron is
out of the market(probally 12-18 months)


Are you clairvoyant or just one of these new "super forever bears" cloned from a skeeter bug?<vbg?

Only kidding, didn't mean to insult Skeeter but you are really ultrabearish. Why don't you short Samsung since they are in just as much, if not more, financial trouble? Or do you work for Samsung?

Good Luck

DavidG



To: sam dram who wrote (36497)7/27/1998 12:15:00 PM
From: yard_man  Read Replies (1) | Respond to of 53903
 
For somebody not as knowledgeable about chips:

>>3. a pc on a chip will not have embedded dram for 10+ years, the economics are
against it.<<

How are the economics against it?