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Technology Stocks : Micron Only Forum

MU 237.16

+4.6%

Dec 5 9:30 AM EST

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To: Sridhar Srinivasan who wrote (16628)	7/15/1997 4:43:00 PM
From: Joan Osland Graffius	of 53903

Sridhar, >I have not been able to figure out whether you are bullish or bearish on MU. Where do you think MU is headed this year and the next? When it comes to commodities I try and follow the supply demand curve. Right now I am bullish on MU but if things change I will be a bear. It looks to me like the current 16 meg DRAM demand is in MU's favor. As soon as the box makers move to 64 meg MU could be in trouble. But for now looks like TI and MU will be in good shape. IMHO. Joan

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