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Technology Stocks : Micron Only Forum

MU 237.16

+4.6%

Dec 5 9:30 AM EST

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To: Glen2 who wrote (48859)	10/2/1999 9:06:00 PM
From: Chas	Read Replies (1) of 53903

Glen, you might try that carriage return next time. Seems like some concern is on your third thing. Some are concerned that the quake will affect demand because PC shipments could be hindered. I really think it will be limited to a few categories,but the top OEM PC guys should be ok and DRAM demand will continue to be strong thus keeping the price to majors around $9-10. The spot has to come down eventually and I do worry it will cause MU to react. I think most investors realize though long term most of MU's output is to the OEM;s anyway and will be the key for their growth in earnings not the temporary spot price. So I hope for a good earnings and conf call Monday and a favorable reaction Tuesday. I maybe the only one in this buy camp, but shorts have some risk here I think. I guess we will find out Monday/ Good trading.

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