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Non-Tech : Invest / LTD
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To: Thean who wrote (1559)8/5/1998 3:28:00 PM
From: Lucretius   of 14427
 
I was just jokin around. MU always sells DRAM. Unfortunately, they've been selling it a t a loss. Recenlty DRAM prices have popped up a little, cause Asian fabs have slowed what they're selling and are stacking inventory. As DRAM prices recover they will sell into it (much like someone w/ too much stock after it implodes) This is a S-T pop that speculators are blowing into a DRAM bottom. DRAM is nowhere close to a bottom. We haven't see a single fab go out of business yet(TI sold out.. actually they gave it away? but there's no reason to bget technical...to MU and did not shut down). Until we do, DRAM prices will go lower.

-Lucretius
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