Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kerry Phineas who wrote (41801)	12/31/1998 1:35:00 PM
From: Skeeter Bug	Respond to of 53903

xlnx and altr are fluff. hitachi is directly competing with them. asics are pushing on them too. sure, they compete with asics but ONLY when their prices drop... i'm tempted to buy a 2nd 1/3 on altr or xlnx but i don't want to overestimate the ignorati ;-)

To: Kerry Phineas who wrote (41801)	12/31/1998 10:35:00 PM
From: SlowThinker	Read Replies (2) \| Respond to of 53903

Kerry, With all due respect, you may want to take a look at a post (http://www4.techstocks.com/~wsapi/investor/reply-7048977) I made earlier today in response to a note from Dave Gahm about how Micron may be getting enough market share that they won't be able to ramp production without adversely affecting overall market conditions and pricing. I acknowledged that Dave's point may indeed be valid but that we'll have to wait to see for sure. I fleshed out Dave's argument and discussed another facet of it. That doesn't particularly strike me as an overly one-sided approach to the MU discussion. As I said earlier, I enjoy thoughtful comments, pro or con, on MU--provided there's some reasonable, intellectual justification behind the point of view. Obviously I am long on MU because I buy in to what I believe is a compelling value proposition. Don't see any reason to be apologetic for that. My take on MU is that we may see a bit more of a pullback, but the long-term fundamentals are very, very strong for the company. I expect to see quite a run for the stock starting in the not-too-distant future. FWIW, my intent in the post to which you refer was not to flame someone, and I do apologize if it was taken that way. Regards, SlowThinker >For someone who recently flamed someone for being one-sided, SlowThinker doesn't seem to be posting too many bearish opinions on MU. Interesting...