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 230.24

+2.5%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Skeeter Bug who wrote (46300)	6/13/1999 9:05:00 PM
From: Keith A Walker	Read Replies (2) of 53903

I am pretty much in agreement with you Skeeter, however, are you also arguing factoring in real supply and demand. Is it possible, even remotely possible, that demand will begin to soak up the increase in worldwide production? At some point the fabs can only deliver so much, right? Or, am I just terribly naive to this business... By the way, does anyone on this thread know what worldwide capacity for xRAM is? I would bet that at some point, we will be hearing of undercapacity rather than the horrid overcapacity this business has been suffering from over the past couple of years. Just a few thoughts going in to tomorrow. Good trading, Keith

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next