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Technology Stocks : Micron Only Forum
MU 435.79+0.1%3:59 PM EST

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To: TREND1 who wrote (22641)10/22/1997 12:44:00 PM
From: davesd  Read Replies (1) of 53903
 
Larry, once again neither you nor I know if MU plays the commodity game. I remember that MU had 3 weeks of finished inventory on their docks at the end of the FEB quarter. Maybe others remember that too.

Anyways....AICE update..nothing on DRAM...

Today's Commentary: 10/22/97

Participants in the CPU spot market are still experiencing a
high level of uncertainty. While the published price for both
domestic and off-shore availabilities has remained stable,
buyers are demanding lower costs. In fact, most sellers will
verbally accept lower bids closer to the estimated new prices.

dave
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