Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 276.28

-0.1%

Dec 23 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Megs who wrote (39084)	9/25/1998 4:50:00 PM
From: Skeeter Bug	Read Replies (1) of 53903

megs, let's think through this. korea is holding back inventory to boost prices. so are japanese companies. higher dram prices are not good for intel. as mike dell said, they'll pass the costs on to the customer. like it or not, that will negatively impact intel's processor sales. why are the major players holding back inventory? b/c they can w/o too much pain. give mu lots of money and make them produce all out and bam, they have to go full bore, too. full bore = higher supply equals lower prices and more profit for intel. otherwise, i don't see it. does intel need to brow beat the dram guys to sell rdram? seems they'll go where the demand is anyway. is intel trying to create artificial demand? maybe rambus is the better play here.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next