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

To: Skeeter Bug who wrote (38905)	9/23/1998 4:10:00 PM
From: Bipin Prasad	Read Replies (4) \| Respond to of 53903

Skeeter, Sorry if I misunderstood your post - only if your claim was "mu's % of total revs DEPENDED more on dram than the aforementioned companies" However, what you are missing is that LG and HD are not better off because they are more diversified than MU. ie, There are 115+ subs among 5 Jaibols. Since Korean accounting system is different from US, they could stretch out so thin that they became liabilities. When time was good, it was great that they were diversified. But when they can't get any more loans from banks and their short term private loan rates are 25+%, they don't have choice but closing down unprofitable subs to save whatever is left. For small fish, short term rate goes over 40% for over night or for a few days. Some small fish have to use these private loans for over night or so because you go to jail if you go bankruptcy unlike in US. Skeeter, I'm not trying to give you hard time. I couldn't stand that you see only bear side and you were claiming that MU is most leveraged among semis without knowing other companies' rev and debts and etc. MU is very small part of my trading. So it's not even worth spending time to convince you that MU's loss is not that much compare to other semis. No, MU is not an healthy company to invest, but it's a great company to trade. You really have to see both sides to trade successfully. InSook