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

To: Carl R. who wrote (39106)	9/26/1998 9:28:00 AM
From: wily	Respond to of 53903

>While INTC does not buy DRAM, they do benefit from low DRAM prices.< Carl: Could you explain this a little? From another post I hear that Intel builds computers that are sold under the Sony name. Don't know if this is true, or how big an operation it is. Also, this from the original release: Intel Corp. is currently negotiating with Micron Technology Inc. to take a minor equity stake in the DRAM maker, a move that would give Intel a steady supply of memory, and Micron capital to pursue its expansion plans, EBN has learned. Other than building computers, I had been wondering what use Intel would have for Dram. Appreciate your posts, wily

To: Carl R. who wrote (39106)	9/26/1998 4:52:00 PM
From: wily	Read Replies (1) \| Respond to of 53903

Carl: "If Intel gives bucks to MU, then then battle for low marginal cost goes on, and on.... As I have repeatedly said, the lowest marginal cost producer will usually win unless they run out of money first, in which case the deeper pockets wins. Also it is worth pointing out that INTC has also been pretty good at investing in other companies in the past. On a more cynical note, semi manufacturers were loaning money to WFR so that they would continue to build wafer fabs. Now there is terrible oversupply and WFR is on the ropes. (Note that WFR would have made a much better short than MU two years ago.) While INTC does not buy DRAM, they do benefit from low DRAM prices." So, how is Micron's situation different from WFR's that you would own the stock? And how did you know Prince Charming would come along? Have you considered the need to upgrade to RMBS, SLDRAM, and whatever follows them? Are you making a bet on quality of management or some other sub-fundamental? wily