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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: DavidG who wrote (27615)2/3/1998 6:29:00 PM
From: Chas  Read Replies (2) of 53903
 
David I beg to differ,
Micron does build modules and most PC companies only buy modules,.
Micron sells to Dell IBM Gateway etc. It does not matter whether they are shipping modules or components the price is lower than what you indicate.
There is no need to be-labor the issue, as it will show up in the qtrly results soon. They can only hide so much. I will be shorting the stock as soon as I see the trend change, I dont intend to bet against the trend in the market, but if the pricing doesnt hold then its all over for Micron and the stock price will go down.
good luck.
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