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Technology Stocks : Micron Only Forum

MU 239.67

+1.3%

3:28 PM EST

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To: Charlie Smith who wrote (2504)	9/19/1996 12:03:00 PM
From: TREND1	of 53903

Charlie and All Questions and Answers Q: Is some thing important happening now ? A: Maybe Q: Is it the EPS ? A: No. EPS are about the past , stocks look ahead 3 to 6 months. Q: What is important that is happening now ? A: The Dram Price has stopped dropping in Setember 1996 ! Q: What exactly does that mean? A: In the equation SUPPLY=DEMAND the "=" sign stands for DRAM PRICE which keeps the balance. Q: So what are you saying ? A: Since Dram Prices have stopped dropping, then SUPPLY and DEMAND must be in balance. Q: So ???? A: The cost to MAKE dram chips is always getting less and less every day. If the Dram prices are not falling at the historic -30 % per year, then the probability of increased profits has to be included in the price of the stock. Q: Oh! Is that why MU is going up ! Because Dram prices have stopped going down ? A: YES YES YES Q: Finally, Can this change ? A: Yes. It can change each and every day that the San Jose newspaper is put on my door step. Larry Dudash

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