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

To: Carl R. who wrote (38485)	9/16/1998 12:34:00 AM
From: Skeeter Bug	Respond to of 53903

carl, see my most recent post.

To: Carl R. who wrote (38485)	9/16/1998 12:38:00 AM
From: Trey McAtee	Read Replies (2) \| Respond to of 53903

carl-- the issue isnt just the korean located fabs anymore, but the korean owned, american fabs. any way you slice it MU is living on borrowed time. here is one scenario...they are producing, and holding inventory. why? so they can increase ASPs AND...raise the valuations on the inventory they hold making the financials look better. as for the capital to move forward...all the players are in bad shape. one thing though on MUs side...they could sell off the remaining MUEI<G>. good luck to all, trey

To: Carl R. who wrote (38485)	9/16/1998 3:00:00 PM
From: Fabeyes	Read Replies (2) \| Respond to of 53903

Other than News Releases there is no indication production has really been cut. Numbers from sources state that both Samsung and Hyundai are shipping almost the same number from fabs in Korea every week. Should there not be a drop off? This is a game that has been played before. One person who was a former CEO of an American Company told me that he never believes such rumors. The prices do not reflect a reduction of 25% by the Koreans; which should be seen by now.