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Technology Stocks : Micron Only Forum

MU 258.46

-2.0%

Dec 11 3:59 PM EST

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To: DJBEINO who wrote (28354)	2/14/1998 12:36:00 PM
From: Skeeter Bug	Read Replies (1) of 53903

>>Toshiba does not expect 16M DRAM prices to recover visibly over the near term as Taiwanese producers are expected to increase output. The company hopes that halting output will help chip users to shift to more profitable 64M DRAMs. << dj, hate to break the news to you. this is bad news for micron. the ante in no limit poker is going up. mu did not make enough money to pay for their 16 mb cycle. now they may have to go to the 64 mb cycle. of course, they will be last and make the scraps on the back end. however, they will spend another billion or two to earn another 150 million. that game eventually ends. when it does, the stock price will not be $35. btw, taiwan picking up korea's slack? now that is a new concept. i guess that $60 billion (us) they are spending on semi production is coming to fuition. :-)

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