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Strategies & Market Trends : Steve's Channelling Thread
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To: Paul A who wrote (22809)8/3/2001 1:19:03 PM
From: Frederick Langford  Read Replies (1) of 30051
 
Micron Tech (MU) 43.25 -1.65 (-3.7%): -- Update -- Banc of America
believes that average contact prices for 128 MB DRAM have been hovering around $2
for most of the qtr, well below firm's estimate of $3.50... firm's new est. for 128MM is $2
(from $3.50) and $1.50 (from $3.00) for 64MB... thinks MU could attempt to flush out
inventories at qtr end, potentially driving contract and spot prices lower... while expects
MU to continue losing money until early 2002, thinks DRAM pricing bottom is near.

Fred
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