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Technology Stocks : Micron Only Forum
MU 292.69-0.6%3:59 PM EST
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To: DJBEINO who wrote (34527)6/8/1998 12:41:00 AM
From: TREND1  Read Replies (1) of 53903
 
DJ
(1) The key here is their cost of production.
(2) Are they at .35u, 25u or .21u ???
(3) Higher cost producers will be first to curtail production.
(4) If SUPPLY is 110% of DEMAND sooner or later weaker
players begin to fold...common sense

....This is what cycles are all about.....

Larry Dudash
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