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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: richard li who wrote (17292)	8/6/1997 5:41:00 PM
From: j g cordes	of 53903

richard, you're not kidding... two polar reports on the same day. Either way, the gains in MU over the last month aren't substantiated even by doubling the most optimistic figures. The key number or ratio I want to see is the current (offline Dram/Sram manufacturing capacity) versus (current and projected demand) Its really a shame they took the book to bill report off. Its probably still being collected privately... anyone have any sources.? Jim

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