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Technology Stocks : Micron Only Forum

MU 265.92

+7.0%

Dec 19 9:30 AM EST

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To: Skeeter Bug who wrote (47559)	8/8/1999 5:25:00 PM
From: Bharat H. Barai	Read Replies (1) of 53903

Many manufacturers with old fabs running at .35 or .25 have to spend to convert to .20 or .18. Cost of manufacturing at .25 in very high and uneconomical. Fujitsu is not shutting down the fab but using the capacity to make flash memory products which have much higher margins than DRAM. They have to use their resources to get maximum returns. They have technology to make flash memory products and want to use the capacity that way. Nobody can continue to make DRAM at loss for ever. Ultimately, the law of supply and demand catches up. Nobody can predict the DRAM prices for future and Micron stock price either. We make best educated judgement calls and put our money accordingly, if we choose to do so. For last 20 years, there have been boom and bust cycles in DRAM. We had very deep bust period from end of 1995 to now. Hopefully, better days are ahead and we will avoid such drastic ups and downs in DRAM supplies and prices.

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