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Technology Stocks : Micron Only Forum
MU 394.69+3.1%Feb 6 9:30 AM EST
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To: Peter Shaw who wrote (22557)10/21/1997 2:04:00 PM
From: Sridhar Srinivasan  Read Replies (3) of 53903
 
Peter, you are on target when you talk about skeeter's inability to look at anything beyond current spot prices (posted on achilles) for 16 Mb EDO part (which will probably off the market in a couple of months) as a basis for demanding a $10 value for MU stock. Conveniently for him, at this point, the action in the stock seems to reflect the general pessimism about the glut in DRAMs (including 16 and 64 Mb SDRAM), which is a situation that will correct itself in due course of time. Of course, till that happens, skeeter's simple model (in the absence of anything more concrete longterm) of harping on low prices for an outdated part in the spot market might retain short term validity.

Sridhar
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