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Technology Stocks : Micron Only Forum

MU 285.10

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To: Bipin Prasad who wrote (48577)	9/23/1999 8:24:00 AM
From: gnuman	Read Replies (2) of 53903

Can anyone confirm this? Source is Yahoo thread, requires caution. ;-) <MAJOR PC MAKERS HAVE 5 MONTHS INVENTORY OF DRAM: That could even be positive for PC makers, who may now be able to dip into the chip inventory they have been accumulating. Tighter capacity, an approaching robust Christmas selling season and concerns about supply shortages as we head toward the Millennium had manufacturers building backlogs of "five months of the stuff," says Dan Scovel, a semiconductor analyst at Fahnestock & Co. > messages.yahoo.com

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