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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: GuinnessGuy who wrote (326)	6/13/1996 11:44:00 AM
From: Jerry Denkera	of 53903

Craig actually I am rooting for a shortage in drams.The moves being taken by the factories though temporary will produce the neccessary effect if demand picks up. The Compaq statement is more wishful thinking than statement of fact since it was made long before the current announcements of reductions in dram production. One thing you can usually bank on in this business is that they never get forecasts right and overdo corrections in manufacturing either too much or to little.So when they start announcing cutbacks shortages will appear however,how far down the road is strictly guesswork. We have seen stagnant sales last 2-3years because of an overabundance of product and have seen shortages that last 1 1/2-2 1/2 years. Good Luck Regards Jerry

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