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Technology Stocks : Micron Only Forum

MU 252.39

+2.2%

3:59 PM EST

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To: Skeeter Bug who wrote (16808)	7/18/1997 9:10:00 PM
From: Thomas G. Busillo	of 53903

SB, are you sure his prices are for planet Earth? I mean, what if... there's some kind of portal to a far distant sister planet that amazingly uses not only our currency (let's assume they switched to dollars after their experiment with Elvis Presley memorabilia as a medium of exchange blew up when a master speculator named Georg Zoroz made a run on authentic used-in-actual-performance-by-The-King sweat-stained handkerchiefs)... but also happens to be at almost the exact same level of technological sophistication (with the exception of the fact that for some reason they've yet to invent the zipper)... although it's important to note that their orbit around their sun (the main sun, not the smaller jade one)... is seconds slower than ours so that instead of it being July 1997, in their world it's actually 1996, so DRAM prices there actually are 12-15. That would definitely help answer the question "where's all that South Korean inventory that looks like it suddenly just disappeared from everyone's pricing model?" And the sad part here is that even on this sister planet DRAM prices are falling. Yet another reason for my bearishness on MU - weakness in the DRAM market in alternate universes. Could this also explain the Lehi facility? Perhaps they sent this entire $600 million white elephant through the portal, set up shop there, and what's actually at Lehi is just an empty shell? And the punchline here is, (also quite sadly if you're a fan of efficient, well-timed use of corporate assets)...in reality it almost is. Zapping outta here...wHHOOAAA!!!! Tom

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