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Technology Stocks : Micron Only Forum

MU 242.78

+0.7%

11:45 AM EST

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To: DJBEINO who wrote (31072)	3/23/1998 3:26:00 PM
From: DavidG	Read Replies (1) of 53903

DJ On AICE: Today's Commentary: 03/23/98 Pricing on specific 16 Meg product (i.e. 2Mx8 SOJ FPM, 4Mx4 EDO TSOP) continues to decline, as availabilities via OEM excess remain abundant. 64 Meg has also had a slight drop on specific product (i.e. 8Mx8 EDO 4K REF 3V TSOP). Intel's CPU's have seen adjustments as the scheduled price reduction looms near. Thank you for not reporting AICE news since it only covers Fast Page and EDO ...which has little to do with MU's market. They are mostly SDRAM in 16mbit chips... and the real demand in 64mb is NOW SDRAM. ....AS we always knew, the "forever bears" have little understanding of MICRON's memory market and are just interested in hearing the "OLD" news...DRAM is DROPING and EPS was bad.<g> DavidG

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