Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: ajtj99 who wrote (25408)	1/29/2002 11:59:09 PM
From: Jdaasoc	Read Replies (1) of 99280

SOXX should go to 475 The spot memory brokers call, fax and email several times a day since DRAM prices have stopped going up. They think they got some sucker to buy their inventory that's up 200% in 3 months at a peak. I think Hynix gets closer to reentering production as prices increases but their added capacity will cause DRAM prices to go back down IMO. $6 B in debt is going to be hard to pay off and creditors will shut them down quickly this time if prices fall again. I think MU got them right where they want them: DRAM spot market high enough to contimplate running fabs full speed ahead but ability to keep mermory prices below where Hynix can pay down debt. MU has enough capacity to flood spot market and tank prices if HYnix gets back into production with profits. Ditto for Infineon situation.

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