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Technology Stocks : Micron Only Forum

MU 236.48

+2.7%

Nov 28 9:30 AM EST

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To: Skeeter Bug who wrote (25516)	12/16/1997 11:59:00 AM
From: Ed Beers	Read Replies (2) of 53903

Skeeter, I understood from the conference call that all of their contracts are for SDRAM and that EDO RAM has been going to the spot market. $3.50 for SDRAM may not be unreasonable at this time. They never said they would not sell EDO RAM for under $3.00 on the spot market. I came away with the impression that they were moving out their inventory of EDO last quarter and that was why their bit sales were up despite the test and assembly bottle neck for SDRAM. EDO inventory may be minimal at this time. They specifically said that SDRAM had been > 70% of wafer starts for the last 2 months. Given that they aren't making more EDO RAM and assuming that they flushed out most of their inventory last quarter, EDO spot market pricing won't mean much to them going forward. However, $3.50 for SDRAM will not make this quarter look good even if it stabilizes at this price. Ed

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