SI
SI
discoversearch

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 225.89-1.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Graybill who wrote (46341)6/15/1999 10:05:00 PM
From: A. A. LaFountain III  Read Replies (2) of 53903
 
John: re "poor editing"

I'm with you, but how about poor thinking? If there's excess inventory, there are only a few ways the problem can be addressed:

1) reduced production (the Koreans have been there, done that; don't hold your breath for Round what? 3? 4?);

2) an increase in demand, as in new software driving the need for more DRAM per box (but desktop performance doesn't appear to benefit much beyond 64MB and the low end appears to be price-constrained);

3) UFO's sucking up the excess and removing it to a galaxy far, far away; or

4) the most likely - a stimulation of demand by a reduction in price.

Incentive programs? Call it what you will, but the market only clears through price - always has, always will. - Tad LaFountain

P.S. I guess there's another route - the DRAM could say it's from New York and try to end up in the Senate. - TL
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News