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

To: Charger who wrote (44480)	3/28/1999 12:57:00 AM
From: Fabeyes	Respond to of 53903

>>>> citing that MU has the largest mkt share, is the largest DRAM provider >>>> Another analyst not looking at all of the numbers. There have been several items on this thread saying this is wrong. Not everyone can be the number one DRAM provider in the world. Samsung was the biggest last year and what has made them lose this position? Buy TI -- they are just now making parts from those fabs; and remember how much money TI made from those facilities. The Danger for Micron expanding into a work force that it has not controlled from the beginning is the will not have the "Micron way" of producing: lots of hours and giving up things like family, etc. The story is told about the senior Micron management team who wen to Italy to see who they could lay off and how they could transform the employees there into " Micronites." The Italian Government laughed and told them there would be no lay offs. I cannot imagine an Italian, working in Italy, would go for 1/2 hour lunches, no breaks and working on SUNDAY. Having relatives there I can imagine the number of fists into the arm raising the Italian welcome sign. -- Does make one laugh though

To: Charger who wrote (44480)	3/28/1999 12:29:00 PM
From: Skeeter Bug	Respond to of 53903

>>Both analysts say "despite the misinformation out there, the PC demand is just fine". They expect a $499 PC by summer and say that when prices are down, demand is up and margins will be able to be maintained.<< in retail, prices were down 17% and unit demand was up 1%. so, "prices were down and unit demand was up" is a true statement. however, it is entirely misleading - especially to the slow wits. did kip write this fluff piece? ;-) >>The price of the PC will affect the PC more than the semiconductors, they say.<< affect pcs? in the prior paragraph, we heard that it won't affect pcs. now it will... let's keep the story straight for at least two paragraphs... >>Comes through Real Player. It is long but complete and informative. In the 38th minute The Everin Sec. analyst is asked specifically about MU which he re-iterates as a buy at these levels, citing that MU has the largest mkt share, is the largest DRAM provider, will have good earnings going forward and has the lowest cost (his word). Everin expects Samson and NEC to be Micron's biggest competitors.<< so this did come from kip as this is the same stuff he has been leading analysts to believe for quite some time. thank god for independent thinkers like kip. btw, kip, does mu management spoon feed this goop to all the analysts "off the record" so they go and repeat it like a bunch of broken records?