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

To: Dr. Evil who wrote (36762)	8/1/1998 5:30:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

>> Perhaps there are larger issues, beyond the apparent supply and demand relationship, that impact the stock price?<< dr evil, it isn't a larger issues, it is a smaller issues - aka, the microscopic iqs of the investment leaders. mix this with the herd mentality of the followers and too much cash chasing too few liquid stocks and, voila, you have mu.

To: Dr. Evil who wrote (36762)	8/1/1998 8:38:00 AM
From: Kathleen capps	Respond to of 53903

Dr Evil, Probably the best argument I've seen for MU. Kathleen

To: Dr. Evil who wrote (36762)	8/1/1998 8:49:00 AM
From: Chas	Read Replies (1) \| Respond to of 53903

You may not realize Samsung has a FAB in Austin and Hyundai has a Fab in Oregon and trying to get Intel to partner with a partial one in Scotland, so it wouldnt be a complete disaster. You are looking at the extreme situation, which I hope does not happen. Good trading.

To: Dr. Evil who wrote (36762)	8/1/1998 12:41:00 PM
From: Sridhar Srinivasan	Read Replies (1) \| Respond to of 53903

Dr. Evil: My point is this, a large percentage of the world's semiconductor manufacturing capacity exists in financially and politically unstable areas of the world. Micron exists in the most stable environment of all. Maybe the reason that MU does not achieve what so many seem to think is a reasonable multiple, is that there is always the possiblility that some of the world's capacity has the potential to just disappear? Amusement comes to the fore when one is confronted with your 'evil' analysis, which while suffering from a significant paucity of both fact and reality, is nevertheless comic. While the semiconductor pricing situation is desperately pessimistic and the bulls do need some straws to clutch on to, what you are offering is an image of a non-existent paranoia matched only by people waiting for the sky to fall on their heads. (G) However, I do see a future for your analytical skills in the soothsaying business. (G) Best Regards, Sridhar

To: Dr. Evil who wrote (36762)	8/3/1998 4:40:00 PM
From: Trey McAtee	Read Replies (2) \| Respond to of 53903

dr. evil-- war isnt that good for the market, even for individual stocks. lets play this out to its logical conclusion. NK invades SK. NK is cut in two by the american and SK forces. china pledges support to the north, and they invade taiwan. US places a surface fleet off taiwan.clinton, while he may not want to has no choice on this. now, we get a pause...does everyone back down..oh, i dont think so...because to avert attention the chinese get the pakistanis to launch a nuke against new delhi. then the indians attack pakistan, the chinese escalate against india, and the US and india bomb china. then china nukes LA, san francisco, seattle, maybe even phoenix. oh, i forgot hawaii. so, where does it end? maybe there. one thing is for sure...no one is going to be buying computers, thereby reducing MUs dram sales. hell, a chinese boat might be able to get close enough to nuke NYC, and then we get to see dow 2000. you see this kind of stuff and tie you in knots. wishing for war to help the price of your stock is really kind of futile. unless you own lockheedmartin<G>. good luck to all, trey