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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: wily who wrote (39147)	9/26/1998 10:03:00 PM
From: Trey McAtee	Read Replies (1) of 53903

wily-- i think here is part of the problem with semis and the BTO PC model. they require that suppliers hold inventory until the absolute last possible moment so that PC OEMS do not have it on their books. now, semis have to run full out to lower marginal costs to minimum. so, they by necessity get squeezed. this makes the likelyhood of big S/D imbalances in favor of supply going forward less realistic. this is not to say that imbalances are not possible, but that they will not be as dramatic as the imbalance in DRAM in 1995. i do not know the rationale of carls investment in CPQ, but i can give you my own...CPQ is moving into the consumer space agressively. IMHO, they will become the next sony in consumer electronics. good luck to all, trey

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