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Technology Stocks : Micron Only Forum

MU 230.24

+2.5%

3:59 PM EST

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To: Skeeter Bug who wrote (47747)	8/20/1999 5:59:00 PM
From: Chas	Read Replies (2) of 53903

I checked into this as I had a similar concern. I found out that the real cost for 128M is still higher than 2 64M with most suppliers so even if parity looks obvious, suppliers with this situation will not go for it as long as the 128M costs internally more. Now, maybe some are there, but not all yet. Best guess is it will take about 4-6 months to really drive down costs further before it makes sense for most of those guys, then Micron will be playing ball anyway. Samsung has the most experience and longest on the learning curve, so they may be ready but may or may not opt to do it. I will be watching Sept pricing and the 64M vs 128M to see which manufacturers are ready if any. If they are not, then the 128M will rise with 64M rising. It will be interesting. I think Micron is okay at this point. I see the article stating 128M is below 64M but there may be situations when a supplier may have extra product to move or he has opted to force to 128M and forget 64M like Toshiba. It just maybe that all suppliers may not join in to satisfy the world demand with 128M at once and may take a while. Good trading.

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