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

To: DavidG who wrote (38993)	9/24/1998 10:43:00 PM
From: Skeeter Bug	Read Replies (3) \| Respond to of 53903

david, true. please listen to what i'm saying before answering the wrong question. i've had enough of that ;-) 1. korea can sell their fabs at a substantially reduced price b/c of duress. the buyers need not be korean. this means the buyer's cost basis is less than somebody who paid full price. period. FACT! TRUE! i said nothing about future upgrades and the like. the initial investment and corresponding depreciation will be LESS. FACT! TRUE! this isn't that HARD! 2. as said earlier, the buyers DON'T HAVE TO BE KOREAN (unless korea has a law that only korean companies can operate on korean soil - i'm not aware of one). THEY CAN HAVE DEEP POCKETS. even if they are korean. not all koreans are in debt and/or broke. you have this rigid paradigm. korea must be korean, etc. we live in a dynamic world not a static one. 3. dram is the strategic initiative for micron. it is the strategic initiative for all of korea. i'm sorry, but korea the country has more resources than mu the company. the koreans (hyundai) appear to be on par and well ahead of micron in most areas. mu isn't even close to 0.09 technology and a 15 gb dram - not even in r&d. hyundai already has it in their sights. FACT! TRUE! nothing i said was untrue. it is ironic to me that i'm accused of falsehoods, misrepresentations, even continuous ones, even though nobody has ever been able to prove me being wrong except you pointing out that toshiba was japanese when i brain farted. can't argue the facts so label the messenger seems to be the en vogue thing to do.