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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: TREND1 who wrote (25893)	12/19/1997 12:07:00 PM
From: davesd	Read Replies (3) of 53903

What if.... In the current market DRAM consumers have a choice between EDO and SDRAM. SDRAM is preffered, but not at a huge premium. With everyone dumping all their EDO inventory...the price of SDRAM has gone down with it. Once all the EDO is out of the system... will SDRAM move higher?? MU is currently 70% SDRAM...with a conversion to .25u on it's way. The Koreans and other cannot have a business model that projects losses for the forseeable future....if any effort is made to improve the price of SDRAM....MU will be the biggest winner. dave

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