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Technology Stocks : Micron Only Forum
MU 237.50-1.5%3:59 PM EST
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To: Chas who wrote (47657)8/14/1999 12:28:00 PM
From: shrinks   of 53903
 
Chas,
Have you ever seen DRAM ASP's increase this fast due to an increase in demand?? The only time that I have seen this type of rapid increase was in 94-95 when Sumitomo the largest supplier of plastic for the packaging had a plant that burned down. IMO this price runnup is very similar and
looks to be supply driven with panic buying thrown on top.
In your opinion where would you see Microns stock if they
were not shipping much product because of a quality problem
with there .21um process and were not qualed with customers for their .18um process???
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