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Technology Stocks : Micron Only Forum

MU 246.84

+4.1%

3:59 PM EST

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To: TREND1 who wrote (50971)	3/23/2000 12:05:00 PM
From: Steve Robinett	Read Replies (2) of 53903

--Larry You mean the CEO of MU, who just announced another one billion dollars worth of debt to be used for, among other things, capex, laughed at the suggestion that the people he will spend much of that money with have no feel for the DRAM market? If that's the case, why bend over backwards to point out MU already has "shell" fabs available to expand capacity quickly. Everyone--DRAM makers, analysts, equipment makers--seems to agree that capacity will be tight toward yearend. The question I have is whether there will be sufficient demand to translate that capacity shortage into significantly higher dram prices and how long that shortage will last, probably not long, if you judge by both Lam and AMAT's order backlog. Best --Steve

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