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Technology Stocks : Micron Only Forum

MU 253.17

+6.4%

3:59 PM EST

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To: Ohkami who wrote (53547)	2/10/2002 5:49:28 PM
From: Zeev Hed	Read Replies (1) of 53903

I think that Micron made a rare blunder when acquiring the Toshiba operations. Toshiba is a pretty big user of DRAM, and as part of taking the VA facilities of Toshiba's hand, MU should have signed an exclusive long range supply with Toshiba (at variable prices depending on spot market conditions). Now Toshiba is simply going out shopping, and it seems that Nanya is providing quite a lot of what they need. An unusual "gaffe", IMHO, from Appleton and company, which usually squeezes the last drop of blood from any deal. Zeev

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