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Technology Stocks : Micron Only Forum

MU 312.15

-1.0%

Jan 5 3:59 PM EST

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To: Bipin Prasad who wrote (37170)	8/10/1998 12:38:00 PM
From: Trey McAtee	Read Replies (1) of 53903

insook-- old kippie does know more about the company than skeeter...so, lets look at what kipp really said... demand is strong...true, but there is still too much supply and demand is not going to more than DOUBLE between now and november. note here that he says nothing about SUPPLY, which is to me more important than saying demand is strong. what about profitablity? i dont recall much from him about that. pricing is firming...that means it either isnt dropping or isnt dropping as fast. they still have a lot of ground to make up. .21 micron process will be our next step...ok, but that will be the next step for your competitors too. and isnt the fab the siemens or someone closed in england capable of .18 micron geometries? its not what he says, its what he leaves out.BTW...does bipin even post anymore? i am becoming very suspicious...what have you done with bipin<G>. good luck to all, trey

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