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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: Skeeter Bug who wrote (19629)	9/17/1997 11:47:00 AM
From: DavidG	of 53903

Skeeter, Why is it important for MU to be the lowest cost producer for 64meg at this time when the largest demand for DRAM is 16meg. That is where MU is focusing its time and money. You seem to be in agreement with MU that if and when 64MEG is in great demand ALL memory COs will try for that part of the market including MU. One thing I will bet on is that MU will be the lowest cost producer. Also you talk about TK and his downgrade. First of all I dont believe anyone knows what TK will do(even TK) since in the past it appeared to have nothing to do with fundalmentals. BTW since when have you become a supporter of TK. Beware he may reverse himself again to help his bullish cronies make some money. DavidG

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