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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 (30539)3/17/1998 1:52:00 PM
From: TREND1  Read Replies (2) of 53903
 
Zeev
The Micron CEO talked about this SUPPLY/DEMAND in the
conference call. Japan and Korea have cut back on FABS
and now using die. Also die has limit. In fact the 16MEG
has just about reached that limit and that is why MU is moving
on to 64MEG.
16MEG out put will peak in Mar 1998.
1/3 EDO (needed by some) and 2/3 SDRAM
While 64MEG will be 5/6 SDRAM.

There could be a SUPPLY shortage in 6 to 12 months

But that is what makes MU such a great trading stock (g)

I think the J-CURVE has taken Korea out of the dram growth
supply equation.

Larry Dudash
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