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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: Carl R. who wrote (40646)	11/4/1998 8:31:00 AM
From: Chas	Read Replies (1) of 53903

Some are saying that the tightness is continuing in the market and the drop off will be smaller or none after 12/15. This is my opinion hard thing to predict, unless one had all the data in the market real time. The one indicator that at least I am seeing is that no-one has enough product, and the demand is so strong right now, that price is secondary. Probably in Dec, some product may become available but I dont think any excess will be dumped into the secondary markets. The other indicator is there is noone holding product back, and most suppliers are being more responsible this time around. That should be positive for keeping pricing stable. Bottom line, DRAM is a commodity and it will go up and down based on supply and demand. Good trading.

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