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Technology Stocks : Micron Only Forum

MU 241.08

-6.7%

Dec 12 3:59 PM EST

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To: alan who wrote (40852)	11/13/1998 8:22:00 AM
From: Chas	Read Replies (2) of 53903

The demand is so strong, that operating all month will not impact anything. Thats why they are not shutting down. Also revised reports on demand supply are pulling in the shortage in 99 by one qtr. so this makes Q1 very slightly oversupply unlike previous estimates,.This is positive for a very tight 99. Plans to raise pricing in Dec to OEM's to get closer to spot will be higher than in Nov. this will re-enforce the above to those who do not believe this. This will put pressure on PC makers, no more component price cutting.will be interesting. Good trading.

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