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Technology Stocks : Micron Only Forum
MU 234.19-2.2%Dec 3 3:59 PM EST

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To: hpeace who wrote (24424)11/24/1997 6:06:00 PM
From: DavidG  Read Replies (1) of 53903
 
Steve,


<< Rio, US raw mat'l cost will go down significantly for dell and cpq with the asian
currency weakening like it did..
cost will drop like a rock.

It's easy economics..
that's what the asain crisis is...raw mat'l cost dropping for USA mfg'ers. >>

I think with asian currency dropping their finished products will also drop such as their PCs, memory chips etc. Could be a bad situation for US tech companies. Samsung is already hurting so you can expect them to drop prices on everthing to raise cash. I bet they now wish they never purchased AST research ..today they could have gotten it for nothing. <g>

DavidG
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