Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bipin Prasad who wrote (38514)	9/16/1998 12:58:00 PM
From: JF2155	Read Replies (1) \| Respond to of 53903

Bipin--MU still boring-low vol --TLAB is the train to be on --I'm long MU here from 27 but only looking for 1 point today . JIM

To: Bipin Prasad who wrote (38514)	9/16/1998 5:56:00 PM
From: Knighty Tin	Respond to of 53903

Insook, Nothing is in good shape in Korea right now, which is why the govt. is bailing the big guys out of trouble. What I am saying is that some of those markets are likely to recover long before chips do, and the Koreans have shown a stubborness about staying in the business. Just as Micron has, no matter how much of Simpleton's cash they burn up. The simple fact is, all of these guys remember the last cycle where the Japanese backed off and the Koreans made tons of money and even a non-diversified basket case like MU had nominally growing eps for a year or two. Which means that the Japanese and the Taiwanese, with excellent finances, will not back off this time. And that the Koreans and MU will try to play chicken with them as long as they can. Which means a much greater disaster than what we've seen so far for DRAM. MB