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To: Skeeter Bug who wrote (36858)8/3/1998 10:39:00 PM
From: VLAD  Read Replies (1) | Respond to of 53903
 
skeeter,

I don't follow this thread like I used to but I always thought Larry was an MU bull at heart. If Larry wants to talk about the past the present or the future it really doesn't matter because as far as I am concerned the past was bad the present is worse and the future is even uglier. IMO dram prices will never see a real recovery because as soon as they show any real firmness the Asians will ramp up and sell all they can to get those American dollars. DRAM is kind of like TV sets of the past. I will throw a party the day MU ends up running the course of Zenith. It is just a matter of time. MO and TXN got out of dram because they saw the writing on the wall. MU on the other hand has no choice since they are a one trick pony. For MU to get out of DRAM would be the same as simply going out of business. It will be interesting to see how the market valuates this dog once it posts a few more quarters of heavy loses.