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Technology Stocks : Micron Only Forum
MU 246.95+4.1%Dec 8 3:59 PM EST
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To: Skeeter Bug who wrote (29170)3/2/1998 12:31:00 AM
From: DavidG  Read Replies (1) of 53903
 
Skeeter,

david, the biggest bearish point of view is that dram bit capacity is much, much more
than demand and will continue to be so.

my bullish point of view is that the world may end in 2000 so all the money the longs
lose may not be of importance anyway ;-)

This is true but it is old news. If you are saying supply will CONTINUE to outstrip demand ...and maybe at an increase(decrease) rate that can be a bearish fundamental we can put on the list. I did not see anything on increase, but did see some things on decrease rate...such as production cutbacks, windows 98, PII.

Just think it needs some work.

As far as a bullish comment I really think you can do better...if I did it I KNOW you can do it.:-)

Thanks

DavidG
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