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Technology Stocks : Micron Only Forum

MU 294.36

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3:59 PM EST

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To: DJBEINO who wrote (34364)	6/4/1998 10:52:00 AM
From: John Graybill	Read Replies (1) of 53903

That's a bit of a head-scratcher...the article says that there is a 10% over-supply, and then it says that a 12% reduction in supply (if it is indeed that much) will double prices. Oh, that's right, if the Japanese fall in line as well. With a dollar buying more yen and Japanese goods every day, Japanese DRAM is getting cheaper, which means that DRAM buyers for whom price is king (and this is a commodity business) would try to do more business with Japan instead of Korea. Hmmm, I wonder why Korea is cutting production to try to raise prices for everybody, and whether Japan will go along with it. :-)

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