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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: Bipin Prasad who wrote (48874)	10/3/1999 11:20:00 AM
From: AurumRabosa	Read Replies (1) of 53903

Bipin, Thanks for the link to the informative post over on the CPQ thread. My take is that motherboard prices are rising; chip foundries, with the exception of DRAM makers, are hurting and still limping back into production; and there's really no shortage of DRAM chips. So, we can expect DRAM prices to crash as inventory builds awaiting a return to pre-quake production levels of all component makers. After all, you can't assemble a box unless you have all the parts. MU announces earnings after the close tomorrow. Any thoughts on price action before and after the earnings call?

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