Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 343.51

+10.0%

Jan 6 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Richard Russell who wrote (27482)	1/31/1998 1:03:00 PM
From: Thomas G. Busillo	Read Replies (1) of 53903

RR, FWIW Barron's bi-weekly "Tout the Techs" column confirms the test bottleneck issue in its "coverage" of the Monty Conf. interactive.wsj.com Referring to a Tues. presentation by Kipp Beddard: He indicated that Micron's production is constrained not by low demand, but by a shortage of DRAM-testing equipment. Is it me, or does that sentence fail to make sense if you parse (too much Mike McCurry on the brain <g>) its terms - since when has "low demand" for a product ever been a "production constraint" in any manufacturing enviroment? If Eric Savitz wants to continue to put a big smiley face on the tech sector, the least he could do, considering he has two weeks between columns, is to write a little better. Good trading, Tom

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next