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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: Thomas G. Busillo who wrote (16899)	7/25/1997 1:35:00 PM
From: Skeeter Bug	of 53903

polyana dram demand predictions lead to this: HSINCHU, Taiwan -- Vanguard International Semiconductor Corp. is the latest Taiwan chip maker to announce a massive wafer fab expansion plan. Vanguard plans to build two new fabs in Hsinchu, but the supplier of 4- and 16-Mbit DRAMs did not disclose if it would set up 8-inch (200-mm) or 12-inch (300-mm) wafer fab lines. Hsinchu-based Vanguard also did not disclose a timetable for those new fabs. Other Taiwan companies have announced massive fab expansion plans--for a total investment of more than $40 billion. more competition boys and girls. ;-) hey, did anybody notice that dram in japan is back down to $6.10 even though mu said they would hold their prices at $6.50. i bet mu isn't holding to their word OR bit growth is gonna suck. the bulls will learn a very, very hard lesson. mu's stock price doesn't predict eps. dram pricing predicts the stock price boy, do i ever hope this stock is above $45 two weeks before eps are due. i'l make a metric ton of cash!!!!

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