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Technology Stocks : Micron Only Forum

MU 344.97

+5.5%

Jan 9 9:30 AM EST

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To: Carl R. who wrote (38453)	9/15/1998 9:21:00 PM
From: Skeeter Bug	Read Replies (2) of 53903

carl, you are right about restricting 64 mb production. however, we don't know if they are also hording inventory. if they are then pricing will collapse - again. the bottom line is this. the WORST thing you can do for cost is to restrict production. it isn't a long term solution. betting on mu at current levels is a bet that korean mftrs will get out for good with a 80-90% probability, imho. i don't think it is that high.

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