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Technology Stocks : Micron Only Forum

MU 253.17

+6.4%

Nov 10 3:59 PM EST

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To: John Graybill who wrote (48681)	9/26/1999 12:14:00 AM
From: Bharat H. Barai	Read Replies (3) of 53903

Who has the inventory in DRAM to clear? Why do you think spot price is at 20? Hold knee jerk reaction to past. If you short Micron now, hope you will not have to repent. No doubt things would be volatile but you could win or lose quite a bit. Be careful ! Demand for DRAM is continuing to go up as more and more PCs are used and more and more memory is needed. With windows 2000, the regular PCs may need 128 MB as optimal and 256 MG as desirable. No new fabs have come on line. The only capacity addition is thru modernization to 0.20 and 0.18 process. The total demand is far outstripping the extra yield from fab modernization.

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