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Technology Stocks : Micron Only Forum
MU 225.72-3.0%3:59 PM EST

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To: Patrick Koehler who wrote (26712)1/16/1998 4:42:00 PM
From: yousef hashmi  Read Replies (2) of 53903
 
IF lehman analyst gumport follows dram pricing so closely and aic reported an increase in 64 meg and 16 meg, why did he say pricing went down. IN my opinion these analysts missed the move and are trying to buy stock at lower levels.THE facts are pricing is rising because supply is being eliminated because of plant closures.the fact is these competitors of mu are restructuring and closing plants, everyday last week there was announcements of plant closures!
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