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Technology Stocks : Micron Only Forum

MU 275.69

+3.7%

3:42 PM EST

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To: steve olivier who wrote (39017)	9/25/1998 10:22:00 AM
From: Chas	Read Replies (1) of 53903

I am not a bear but I believe MU does not have the output they would like to have with pc100 64M and is trying to catch up to the current demand, most likely they are working on yield improvements, so it does not make sense to cut back.(my opinion here) The other suppliers cut back because they have a huge capacity and cannot afford to continue selling at losses and hope by cutting back it will stabilize the price so they dont have to ship every part with a yen or won tied around it. Reference the Samsung article earlier this week mentioning that the cut back is working and I know all the Koreans are cutting back in Oct and most plan to raise prices on Oct 1. .Thats my opinion. Good trading.

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