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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: George Mc Geary who wrote (19329)	8/15/1998 10:14:00 AM
From: IQBAL LATIF	Respond to of 50167

I see a big move in DDX, I would think that that semis and lagging sectors have formed a great base to move higher. I think that MU will undoubtedly emerge as one of the stronger players in this category of business, the weaker players will have to make way for bigger players with deeper pockets-- it will be in one year time winner takes it all type of market. The entry barriers of upfront huge capital investments once the weaker players have moved out will discourage them to re-enter, MU is making new investments have been introducing latest technology and have so far although badly battered have fared well. Companies like MU once this cyclical downturn is over shall be able to demand their prices and control over-supply a little better..