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Technology Stocks : Micron Only Forum

MU 286.68

+3.8%

Dec 24 12:59 PM EST

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To: FJB who wrote (39048)	9/25/1998 3:35:00 PM
From: VLAD	Read Replies (3) of 53903

"Intel's stake in Micron, could ensure the microprocessor maker a continued supply of DRAMS, prevent another shortage and keep DRAM prices from rising again." Can someone please explain this quote. Why would Intel need a supply of DRAM? I could understand if it was a box maker who took a stake in MU to obtain dram at a good price but what would INTC want DRAM for???? If this keeps DRAM prices from rising, isn't it bad news in relation to MU's earnings potential? What shortage are we talking about preventing? I thought we have not seen a real DRAM shortage since 1996???? Don't understand the reasoning at all here. Who would want to hold MU long going into another terrible earnings report???

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