Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 237.94

-0.2%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: ild who wrote (53625)	3/24/2002 7:58:12 PM
From: cordob	Read Replies (1) of 53903

Do you think that PC boxmakers will ever let DRAM makers make good money? I think it will depend on supply and demand. I have seen some signs of an impending availability squeeze on dram which will help them enormously. And the PC makers will ship more and more dram, helped by microsoft, adobe, mpeg etc etc. (and the keeping up with the joneses) The fact remains that dram is very very very cyclical and so are the stocks, where the most sensitive are (from the top imo) in terms of exposure: Micron, Hynix, Samsung and Infineon. (latter two have significant buffers in other business) Cheers Cor

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next