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Technology Stocks
Micron Only Forum
An SI Board Since May 1996
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53903 139 0 MU
Emcee:  Bipin Prasad Type:  Unmoderated
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53128Ild: Einhorn's analysis is about the same as mine :). The two wild cards arphbolton-9/1/2001
53127An interesting point is that the Korean govt made its stance on Hynix clear yestSteve Lee-9/1/2001
53126I don't see how Hynix will survive but agree that it will not be an immediatSteve Lee-9/1/2001
53125Hi Steve Lee; I've got doubts that Hynix could go bust that quickly. My reaBilow-9/1/2001
53124Hi all; U.S. complains "why doesn't Hynix just die?": <b>U.Bilow-9/1/2001
53123I've just been looking at the Korea Herald site trying to find some confirmaSteve Lee-9/1/2001
53122Hi all; Korean deputy PM says Hynix to creditors: <b>Hynix Semiconductor&Bilow-9/1/2001
53121Hi all; U.S. threatens Korea over Hynix. Rescue "cloudy" says Korea HBilow-9/1/2001
53120Hi Skeeter Bug; My feeling is that nobody is out there dumping anything. They Bilow-9/1/2001
53119bilow, i concede that i don't know whether the taiwanese were dumping or notSkeeter Bug-8/31/2001
53118Plunging Chip Prices Foretell a Shortfall at Micron By Peter Eavis Senior Coluild-8/31/2001
53117Hi jim kelley; Re: "<i>So if you can't compete. Get the police afBilow-8/31/2001
53116Yep....It is business waged as war. Sunw is using the legal system in Euro to gjim kelley-8/31/2001
53115Steve, some comments: >1) ASPs have come down a reported 90% in the last yeaOhkami-8/31/2001
53114Hi Ohkami, thanks again. "However, knowing now that you are short on MU I Steve Lee-8/31/2001
53113Hi Steve Lee; Some relevant links to the question of how important Hynix is to KBilow-8/31/2001
53112Steve, Remember that the Korean government forced the merger between HEI and LGOhkami-8/31/2001
53111Thanks for the info. You mentioned on the RMBS thread that Korean Govt can'Steve Lee-8/31/2001
53110So is fair price purely any price above prod costs? It would be a bit backward oSteve Lee-8/31/2001
53109It looks like all the companies are selling their dram chips for less than it cojim kelley-8/31/2001
53108Hi Steve, picking up your request from the RMBS forum: >Ohkami, I would likeOhkami-8/31/2001
53107<<If you weren't so blind on this issue, you'd have been able to pNightOwl-8/31/2001
53106Hi Skeeter Bug; Re Micron's ability to prove that the Taiwanese are dumping Bilow-8/31/2001
53105Hi Skeeter Bug; Here's Micron's complaint, straight from the InternatioBilow-8/31/2001
53104bilow, but they mentioned prod costs in the prior sentence... >>Micron acSkeeter Bug-8/31/2001
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