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

To: DavidG who wrote (36622)	7/28/1998 5:40:00 PM
From: Skeeter Bug	Respond to of 53903

david, they have the money to go to 0.25 at the very least - which will drastically increase production from current glut levels.

To: DavidG who wrote (36622)	7/28/1998 7:50:00 PM
From: Fabeyes	Read Replies (1) \| Respond to of 53903

----> My point has always been that the Koreans do not have the funds to continue to keep pace with MU on the new products. Remember, when you talk about the Koreans you are talking about companies that have 80 billion dollars in revenue; and an intense pride. I think the time for MU to take these companies off the playing field is over. That could have been accomplished two years ago. Now they, the Koreans, have smelled blood in the water; in addition to learning the Micron secret -- SHIRNK, SHRINK, SHIRINK. You can never say never, but it is not the same set of cards that were there in the middle of the last upturn.

To: DavidG who wrote (36622)	7/28/1998 9:59:00 PM
From: Chas	Read Replies (1) \| Respond to of 53903

DavidG, your comment: "I am not sure I am following you. My point has always been that the Koreans do not have the funds to continue to keep pace with MU on the new products. That is why many have announced the reduction of DRAM facilities and the move into foundry businesses...or even the total pullout or merging with other DRAM co's." I am not aware of the Koreans moving into foundry businesses or any pullout.There is a rumor of LG and Samsung(old) and now there is talk of Hyundai partnering with Intel and the Scotland Fab, but not a merger or pullout. Samsung has the Austin Fab up and running, Hyundai has Oregon up with deep uv steppers all financed last year. As to funds, Samsung is still #1, and Hyundai now #3,(well not after the mu/txn deal) and they are all coming out with 128M, rambus, synclink, DDR, what else/? Micron burn rate on cash seems to be of more concern, as that building shell is still a reminder. Where you maybe thinking Taiwan? Good trading.