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 224.54

+0.3%

Nov 25 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Graybill who wrote (47743)	8/20/1999 4:39:00 PM
From: Skeeter Bug	Read Replies (2) of 53903

john and all. i have a new pessimistic theory. 128 megs and 64 megs are priced the same now since 64 meg pricing rose. only samsung, huyndai and nec are big 128 mb players. could they be holding back inventory or shutting down production on 64 mb chips to put the hurt on the technology laggards like mu that only produce 64 mb drams? what happens when 128 becomes cheaper per mb than 64 mb? nec, samsung and huyndai get all the biz until mu drops another half billion in cash to upgrade. crossover is going to be *itch for some companies. mu is one of 'em. nikkeibp.asiabiztech.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next