SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Only Forum
MU 414.73-4.8%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DavidG who wrote (22592)10/22/1997 9:37:00 AM
From: Skeeter Bug  Read Replies (1) of 53903
 
dg, the SHOCKING thing is that dram asps have hit the skids during the BUSIEST time of the year. they are building and selling dram to go into those boxes RIGHT NOW. they don't do it in december.

DEMAND IS MUCH HIGHER NOW than it will be in december 97 - early 98.

since simple econocmics is for the simple minded, we all know that thinking that demand weakening in this pricing environment is a very bad sign GOING FORWARD FOR 6+ MONTHS is just too simple.

the real affects are waaaaay too complicated to reach any conclusions whatsoever. ;-)

i have my story. i've elucidated it well. i'm sticking to it until proven wrong. my money backs my position.

get ready to call me "lucky." ...again... :-)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext