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Technology Stocks : Micron Only Forum
MU 239.40-0.4%Dec 2 3:59 PM EST

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To: Knighty Tin who wrote (2473)9/18/1996 6:04:00 PM
From: Trey McAtee   of 53903
 
mike--
one thing i have always liked about you is that you know what i am thinking, you just dont agree with it(it makes it so much easier since i dont have to explain every little detail)<G>.

however, i think that all the new people coming into the PC market will increase demand dramatically since they will have to lower prices substantially. i look for p150's to be around 1k with monitor by next summer.the japanese are going to have to fight hard for market share, and their impact will not be any where near as substantial as some think it will. what they japanese did to the auto industry will not be visited upon the computer makers. should be interesting, and the price war will do nothing but spur demand, helping out DRAM.the box makers are up to high right now. i may start shorting dell, but not muei. it isnt among the high flyers yet.

good luck to all,
trey
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