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Technology Stocks : Micron Only Forum
MU 344.97+5.5%Jan 9 3:59 PM EST

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To: Bipin Prasad who wrote (38097)9/3/1998 6:02:00 PM
From: Skeeter Bug  Read Replies (3) of 53903
 
bipim? insook? this isn't optimistic. if the BIG BOYS in dram have to shut down 25% of their capacity to barely nudge pricing during peak times then this is EXTREMELY bad news. with no productivity enhancements they could ramp prod 33% overnight and kill pricing.

btw, mu is no long the largest dram mftr in the world. ;-)
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