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Technology Stocks : Micron Only Forum
MU 237.16+4.6%Dec 5 9:30 AM EST
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To: Skeeter Bug who wrote (31627)4/2/1998 10:54:00 AM
From: Knighty Tin  Read Replies (1) of 53903
 
Skeets, You spy for Salami Brother, Smith Barney Rubble, and Morgan Stuck-Up. The schmoes have uncovered the mole. -vbg-

So, the big question is, with 125 pct. duties on some SRAMs, does that still mean a high enough price for MU to make a profit so that they will reopen the SRAM lines? Nope. I don't think SRAM is even 1 pct. any more, and the ruling that the Koreans were innocent is a bad omen for the DRAM whine. And DRAM is more than 1 pct. of sales. -g- Look at that huge market share for foreigners in the US SRAM market. Almost 8 pct. And US boxmakers would never clomp their boxes together in Malaysia or Taiwan to pay lower prices for components. -g- MB
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