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Technology Stocks : Micron Only Forum
MU 237.16+4.6%Dec 5 9:30 AM EST
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To: DJBEINO who wrote (35952)7/4/1998 5:38:00 PM
From: Knighty Tin   of 53903
 
DJ, Good article, though they might have mentioned that all of this price stabilization has been caused by the Asians holding back production tremendously. Those types of DRAM scams never last more than a month or two. Samsung cannot continue to produce 8000 64 Mbit chips a day on capacity that can produce 14,000 of the same chips. Temporarily, yes, but if they ever get anywhere close to breakeven, the extra 6000 chips are gonna be kicked out the door. And, of course, as everyone knows, MU will use any DRAM scam to temorarily grab market share. They are dRAM's Venezuela. -g-

MB
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