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

To: Chas who wrote (37197)	8/11/1998 3:21:00 AM
From: Trey McAtee	Respond to of 53903

chas-- of course MU wont shut down, that would mean admitting that things arent as rosy as they seem. the problem is, regardless of what is happening at GTW, this is not a demand led firming. if the asians werent shutting down, there wouldnt be firming. now, on the duv issue, you are also thinking that MU will be able to make the move. this isnt assured yet, they might have to issue more stock, or increase the debt load. either way the company starts to look bad. and dont look for rambus to save them...the asians, god, and everyone else has licensed RMBS technology. oh, i think the target of 2h99 is probably accurate. i wouldnt expect to see a dramatic climb, but it will definitely tighten. of course, then you have 256Mb parts coming online...anyway you slice it its a hard industry, and one that MU should be leveraging its way out of. good luck to all, trey

To: Chas who wrote (37197)	8/11/1998 1:20:00 PM
From: Fabeyes	Respond to of 53903

----> Shutdown, MU has no intentions of shutting down, thats why the stock will go up, they are going to milk this thing for what its worth just like last time. Dont get me wrong,they really should shut down I agree, they will not shut down; but they just might be close to losing it all before it is over. There is just so much money in the bank, 600 million or so, after that it is over. UNLESS they can sell Lehi or shares in MUEI. The 750 million is to be used ONLY to upgrade the fab's taken over by TI; at least to SA. If you lose 200 million an quarter, plus now the TI fabs, how long can they last? Do not forget that the Korean's are now shrinking as fast as Micron once did. The next upturn will not be controlled by any one company; does Micron have the longevity to make it?