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Technology Stocks : How high will Microsoft fly?
MSFT 483.50+1.0%3:59 PM EST

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To: johnd who wrote (52770)11/7/2000 2:40:30 PM
From: Dan Spillane   of 74651
 
Here's a good one. The news has been trumpeting the drop in DRAM prices as a sign of doom and gloom. However, they fail to note that 64M DRAM has been superseded by 128/256M DRAM!

Indeed, most of the entries in the Micron Tech memory sheet are for 128/256M (see below). Why then is everyone talking about the price on the outdated 64M chip?

Maybe Goldman Sachs isn't as stupid as everyone else--they upgraded Micron today.

[Newest product list from Micron. Notice, most entries now for 128/256M chips, not 64M]
pdf.micronsemi.com
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