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Technology Stocks : Micron Only Forum

MU 236.48

+2.7%

Nov 28 9:30 AM EST

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To: francis d'souza who wrote (6183)	12/15/1996 3:54:00 PM
From: STUART ARTHUR	of 53903

What is going on here? Do we have some essentially petty fight between bulls and bears on Micron? In the form of "I'm right DRAM pricing is going into the toliet and MU is going to single digits" vs "Kurlak is right and DRAM pricing will remain OK if not good and MU will go much higher" I don't know which camp is correct. But I am long the stock. I am always looking for some intelligent commentary on current supply and demand for DRAM. I frankly do not think that trotting out historic DRAM prices is all that helpful. Looking in the rear view mirror, you would have been a raging bull on IBM at $95 on the way to $45, for example. I'm, pretty sure DRAM demand is going to increase. Maybe dramatically. The big question might be will supply keep up?

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