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Technology Stocks : Micron Only Forum

MU 207.36

+3.0%

Nov 21 9:30 AM EST

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To: Zeev Hed who wrote (30400)	3/16/1998 10:42:00 PM
From: Skeeter Bug	Read Replies (2) of 53903

zeev, we are on the same wavelength. however, the single best way to redue cost is to drastically increase output. everyone knows this. and that is exactly their mo. everybody's mo. if mu lasts, they'll be well positioned to invest billions and make a measely return like they did on 16 mb technology. true. however, with all this euphoria it is unlikely that anybody will quite and be embarrassed when the demand gold mine hits in 3 months or so. it is a joke, but most believe it. demand doesn't have to grow. it must grow an awful lot. any slowing in pc demand will, imho, have a material impact on dram producers primarily b/c they can't reduce costs w/o drastically increasing output and, therefore, supply.

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