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Technology Stocks : Micron Only Forum
MU 248.54+10.1%Dec 18 3:59 PM EST
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To: DavidG who wrote (36485)7/25/1998 6:31:00 AM
From: dumbmoney  Read Replies (1) of 53903
 
Now what Lehman is saying (which may turn out to be reality to the disappointment of the "forever bears") is that with the reduction of fabs, the limitations of upgraded fabs in Korea, the suspension of some fabs for weeks at a time in SEA and Micron too, the introduction of Demand from such things as Win98 to 64mbytes memory, prices will start to stabilize and may start creeping up.

There is no chance of price stability until next year at the earliest, because 64mb production is still ramping.

Maybe RDRAM will save MU, just like PC100 saved them. <g>
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