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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Zeev Hed who wrote (39406)3/9/2002 12:23:41 PM
From: Ted Downs  Read Replies (1) of 99280
 
Zeev,

I think that MU is being held back because of the Hynix deal. The dram prices have been supporting but in the end I don't really know what a buy out of Hynix plants will do to MU stock price. There are some saying that it will not mean much to MU bottom line, but I feel it will give them more control of the dram supply. I just hope that this tightness in supply isn't artificially related to this deal. I don't think it is but time will tell. One thing for sure is the world wants more memory. (g)

Ted
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