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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: TREND1 who wrote (28271)	2/13/1998 9:46:00 AM
From: Jerry Denkera	of 53903

Larry I don't know dates of these prices but they seem a bit high. Synch 16 meg have sold under 3.00 during the weakness and most recently in the mid 3.00 range.However,this weakness in Sdram is fueled by tremendous competition to secure the few real oem customers{CPQ<IBM etc}to long term relationships as every mfger exits last gen of FPM,EDO drams.I believe that towards the middle or end of the year demand will start to outstrip supply in Sdram and firmer pricing could take place. The investor in me is willing to buy Sdram much like a good stock and put it away for a few months and wait for the inevitable surge even if only temporary. Regards jerry

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