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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: wiz who wrote (16580)	7/14/1997 4:39:00 PM
From: Jerry Denkera	of 53903

TO ALL-----Micron and TXN having realized they were now alone battling low end pricing have put a floor of 6.50 on 16meg which is actually a price increase from last week. Of course the taiwanese will still hit low end pricing but don't have capacity nor the approval of major PC vendors.So for now I would imagine pricing leveling off and perhaps starting to lift a little.It appears that MU is now capturing some tier one accounts that had alluded them for a while. If the 16meg scenario plays out like the 4meg scenario then MU will continue to capture trailing end market share and make a lot of money till 16meg market peters out but that might not be till 2Q98 or later. Regards Jerry

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