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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: yousef hashmi who wrote (26717)	1/16/1998 6:53:00 PM
From: Richard Russell	Read Replies (1) of 53903

yo <<THE facts are pricing is rising because supply is being eliminated because of plant closures.the fact is these competitors of mu are restructuring and closing plants, everyday last week there was announcements of plant closures! >> I think if you look more closely you will find that no one has closed any fabs producing 16mb sdram or 64MB. Dataquests lastest analysis show that industry consensus is 2% growth for 98 with the dram glut to continue through the year just with existing capacity. There will be minor up and down flucuations until demand begins to catch up to supply but in the mean time dram will continue to sell for less then it takes to produce. RR

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