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Technology Stocks : Micron Only Forum

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To: Chas who wrote (48308)	9/15/1999 2:19:00 PM
From: Skeeter Bug	Read Replies (2) of 53903

cpi says pc prices dropped over 3% in august. does this support strong end demand for dram users? does dram drop 3% when end demand is strong? or, rather, does it go up in price? this data, and not my dreams ;-) , supports the idea that folks are building more boxes than they can successfully sell. component pricing is accelerating higher while box pricing free falls. some box makers will make some easy choices in the future.

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