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Technology Stocks : Micron Only Forum
MU 237.56-0.3%10:09 AM EST
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To: phbolton who wrote (50581)2/28/2000 11:31:00 PM
From: Skeeter Bug  Read Replies (1) of 53903
 
>>Citing Semiconductor Industry Association figures, he noted that bit consumption in the fourth quarter of 1999 was up only 39% year-over-year, less than half the eight-year average of 81%. <<

would someone please tell this guy that consumption and production are two different things?

consumption (demand) growth is down 50% b/c nobody wants expensive dram. price goes up, demand growth goes way down.

now, be a good little company and let loose all that excss inventory like you did the last time dram was $4 a pop! ;-)
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