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Technology Stocks : Micron Only Forum

MU 263.78

+4.5%

Dec 10 3:59 PM EST

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To: Imran who wrote (16042)	6/27/1997 7:57:00 PM
From: Kerry Phineas	of 53903

Imran, my only question is what bulls? We have one long term bull, Mr., and a number of random stragglers. The info coming out of Boise right now goes against logic for me, but I'll never try to pass myself off as an expert on memory production. It was my opinion that the transition to 64 would require bigtime money and that it wouldn't be possible to achieve based on a transition from current 16 lines. Not sure if this is wrong or if MU is just presenting a polyannaish view of reality. re your other points, I'm sure the memory requirements for PC's will continue to increase, but that they probably won't jack up again until the next big new product comes out..

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