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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: DJBEINO who wrote (38646)	9/18/1998 3:41:00 PM
From: Trey McAtee	Read Replies (2) of 53903

dj-- bedard is merely reiterating what AICE has told us for weeks. at any rate, MUs contract pricing is still much lower than spot and apparently has been for a while. this isnt a good sign. let me clue you in on something...whether you want to listen or not...they cant raise prices that high on contract. if they do the manufacturers go to another supplier, and all the production starts coming back online. i respect you as someone who is fairly rational, but you are a moron if you think DRAM prices are going up ALONG with an increase in memory per PC. IT ISNT GOING TO HAPPEN. kipp is blowing smoke up your ass. as prices increase, the increases in DRAM per PC will slow dramatically. good luck to all, trey

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