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Technology Stocks : Micron Sucks! :-)
MU 201.37-10.9%3:59 PM EST

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To: Cynic 2005 who wrote (1233)2/5/1998 3:02:00 AM
From: Dan Ross  Read Replies (2) of 3244
 
O.K. guys.....I read 50 posts 2100 - current....NO INFO. that is worth a damn at all...YIKES!!!

Getting to the point.....You guys obviously feel that "Micron Sucks" or you wouldn't be here.....

I am doing some preliminary research on MU.....This summer, I saw the stock at 58 and thought it was a screaming short....I didn't short but watched it fall 8-10 points the following day....WAS I PISSED!!!

Getting back to the point....Does anyone know what % of production is 16 Mb for Micron? How about 64Mb? Are they producing these at all?

I know they are researching them and others 256, 1G, etc......

I have also found the links below to be quite helpful in figuring out where the spot rate is for 16 Mb and 64 Mb DRAMs....

LG SET TO BE WORLD's largest 16 Mb DRAM Maker
nikkeibp.asiabiztech.com

64 MB DRAM PRICES UP sharply.....
nikkeibp.asiabiztech.com

16 MB prices on the rebound....
nikkeibp.asiabiztech.com

Worldwide PC sales and U.S. computer sales for '97...really interesting info.
nikkeibp.asiabiztech.com

Lehman Brother's semiconductor Weekly Chip UPDATE
lehman.com

Any help would be appreciated.....

Dan Ross
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