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To: JungleCat who wrote (40320)10/25/1998 8:45:00 AM
From: sandstuff  Respond to of 53903
 
Maybe this more like the game of "He who gets DRAMs in production first with the smallest line width wins"

crank those multi-billion dollar fabs up!!!



To: JungleCat who wrote (40320)10/25/1998 10:47:00 AM
From: Skeeter Bug  Read Replies (2) | Respond to of 53903
 
mad, state your low cost source. the doc obviously disagrees and they've seen the financials. mu may be the low cost producer now due to inventory holdbacks. that is a choice their competitors have made, not a long term advantage.

please don't cite mu as your source or i'll cite the foreign mftr that claimed they are making money on their operations even now ;-)



To: JungleCat who wrote (40320)10/25/1998 9:58:00 PM
From: yard_man  Read Replies (1) | Respond to of 53903
 
One thing is certain -- the stock has many more cycles than the business. They've been in a downturn for at least the past couple of years, but look at the price of the stock during that period of time. I live in fear that it will go to 6 and the game will be over.


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