Xref: utzoo misc.invest:4998 sci.electronics:8350
Path: utzoo!utgpu!jarvis.csri.toronto.edu!mailrus!cs.utexas.edu!uunet!mtxinu!alan
From: alan@mtxinu.COM (Alan Tobey)
Newsgroups: misc.invest,sci.electronics
Subject: Re: More Silicon Valley Damage
Message-ID: <1028@mtxinu.UUCP>
Date: 26 Oct 89 15:28:51 GMT
References: <12536463983020@Macbeth.Stanford.EDU> <35970018@hpindda.HP.COM> <23374@cup.portal.com>
Reply-To: alan@mtxinu.UUCP (Alan Tobey)
Organization: mt Xinu, Berkeley
Lines: 16

In article <23374@cup.portal.com> mmm@cup.portal.com (Mark Robert Thorson) writes:
>Can anyone comment on the damage to the semiconductor production lines?
>Will there be shortages of 486, SPARC, or MIPS processors?  How about
>more obscure chips which are necessary to certain high-profile products,
>like the SBus interface chip from LSI Logic used in the SparcStation 1?

One production line which surely wasn't quake-damaged is that of Micron
Technologies in Boise Idaho.  MCRN, trading at c. $12 and half its '89
high, is a profitable maker of DRAM and SRAM chips and some board-level
products (for example, a Mac II video controller).  MCRN is my current
number-one pick for a potential triple in pricewithin 18 months.  It's
depressed partly because the computer industry appears to be slowing and
partly becasue Wall Street can't see the differences between now and the last
time RAM prices declined.

CAUTION:  I own a bunch of MCRN.