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Technology Stocks : Micron Only Forum
MU 435.19+6.1%Jan 28 3:59 PM EST
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To: DavidG who wrote (22592)10/22/1997 2:24:00 AM
From: Trey McAtee  Read Replies (1) of 53903
 
david-

yes, per box growth will be good, but no where near what was projected a year ago. things are slowing q to q. will they accelerate again? yes, but likely not heavily for another year. the last major upgrade cycle was 2 years ago, and another should hit in the next year.

you seem to overlook the JIT movement of the industry, which means lower DRAM consumption for another month or so. this is going to impact heavily. AND, with all the new state of the art 64Mb fabs coming online, the short term for MU is bad.

good luck to all,
trey
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