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Technology Stocks : Micron Only Forum
MU 429.00+3.4%10:09 AM EST
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To: Kip518 who wrote (46239)6/10/1999 9:57:00 PM
From: Big Joe  Read Replies (2) of 53903
 
Both Acer Semiconductor and Powerchip of Taiwan are switching their production from DRAM to foundry starting 3Q/99. Each company accounts for about 3% of global 64mb DRAM capacity. In other words, we are seeing a reduction 6% of global 64mb DRAM capacity. Wouldn't this help DRAM price to rebound?

BJ
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