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Technology Stocks : Micron Only Forum
MU 241.08-6.7%Dec 12 3:59 PM EST
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To: Skeeter Bug who wrote (25897)12/19/1997 11:41:00 AM
From: JJS  Read Replies (1) of 53903
 
Thank you both for prompt response. Mu is strong today.

The perception is that MU will benefit from South Korea problems. My estimate for the DRAM consumption is to increase 150% each year. If next year's DRAM production only increases 100% due to Asia slow down, the DRAM pricing will improve. Since DRAM price has been dropping sharply and continuously for two years, I think that most PC makers may have kept their DRAM inventory at an extremely low level. These PC makes will stock DRAM if they see the potential of DRAM price increase.

It may be a good time to buy MU when DRAM price stabilizes.

Please keep post DRAM price from time to time, so all of us can benefit from your post. Thanks.
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