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Technology Stocks
Micron Only Forum
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
53903 139 0 MU
Emcee:  Bipin Prasad Type:  Unmoderated
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52978bilow, the dram industry is no limit poker to the extreme. consider this... 1.Skeeter Bug-8/13/2001
52977Hi all; Latest from EBN: Not enough fab closures: <b>DRAM free fall may nBilow-8/13/2001
52976Hi all; Nanya shoots for DRAM maker #5: <b>Nanya readjust projection, setBilow-8/13/2001
52975Hmmm.... Still no SEC documents from MU on the warrants.....phbolton-8/13/2001
52974$8 billion in excess chip inventory still clogs supply chain, says report By Semild-8/13/2001
52973Hynix aims to double 128-Mbit DDR shipments in August from prior month By Semicoild-8/13/2001
52972The Chart du Jour Micron: Premature Bulls August 13, 2001 By, Barclay T. Leib sild-8/13/2001
52971zeev, i believe that if it was so easy to manipulate large economies... 1. theySkeeter Bug-8/13/2001
52970bilow, agreed. however, mu's fate IS NOT in their hands, but in the hands oSkeeter Bug-8/13/2001
52969Hi Skeeter Bug; While it's true that Samsung (or any of a number of companiBilow-8/12/2001
52968They will have a bull phase, IMTO, sometime in the next o years, and you are rigZeev Hed-8/12/2001
52967robert, samsung can subsidize their dram losses FOREVER. are they on death'Skeeter Bug-8/12/2001
52966zeev, notice that mu changed the deal. they sold warrants meaning they don'Skeeter Bug-8/12/2001
52965Hi Zeev Hed; News on 12 inch fabs for DRAM in Taiwan: <b>Taiwan's eleBilow-8/12/2001
52964Doesn't Intel already have a couple of 300mm wafer manufacturing fabs up andSteve Lee-8/12/2001
52963Zeev, I was just talking fundamentally. I believe in four years there will be FJB-8/12/2001
52962Hi Zeev Hed; Re: "<i>... for which a real solid bull market will havBilow-8/11/2001
52961Robert, don't get too bullish on MU, yet, as I just posted to Carl, if they Zeev Hed-8/11/2001
52960Carl, I don't think that MU is a safe buy here, unless you look fo a minimalZeev Hed-8/11/2001
52959<i>but it is quite clear that some participants will not be able to continFJB-8/11/2001
52958Hi Zeev Hed; Re profitable quarters and the DRAM problem... I think that the biBilow-8/11/2001
52957I refer to forced conversion, or "Scenario II". Yet, I do expect MU toZeev Hed-8/11/2001
52956Zeev, When you say $80, do you just play another "force conversion" scild-8/11/2001
52955khalil, fmr is playing chicken with a freight train. UNBELIEVABLE, imho... howSkeeter Bug-8/11/2001
52954From Friday's WSJ online: <i> In a related filing, FS. maltophilia-8/11/2001
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