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

To: wiley murray who wrote (38987)	9/24/1998 8:34:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

who buys mu? 1. those that think pc demand will grow 120% next year (you know, 90+ mb of dram per box - up from 32 today ;-). 2. those that think it is economic to let a $2 billion fab sit idle while micron makes $100s of millions. 3. those that think korea will turn their fabs into plastic toy mfrs. 4. those that think korea's and japan's strategic advantage is to limit fab output even after they start making money. 5. those that think mu has anything close to a 15 gb, 0.09 micron dram. 6. those that believe kip bablowhard and steve applesauce (hey, they believe oj and bill, too ;-) 7. somebody (applesauce?) said that the ti acquisition would allow mu to become profitable "soon." those that believe that. 8. those that can't red a balance sheet nor an income statement. 9. dan niles. there are more of these folks than you think. ;-)