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Technology Stocks : Micron Only Forum

MU 265.92

+7.0%

3:59 PM EST

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To: Skeeter Bug who wrote (40905)	11/15/1998 10:46:00 PM
From: yard_man	Read Replies (1) of 53903

Suppose in their crystal ball they saw continuing weakness in prices and slackening demand lasting for a couple of years ... Would somebody in Korea happily pay them for this news, given the state of their economy. Seems to me these guys have to be cheerleaders of a sort jsut like our own analysts over here. Its hard to separate the noise from the real info and real info is hard to come by. It may not be smart but I'm betting on a continuation of the glut. I guess there could be a turnaround, an increase in demand, but where is it coming from? How much supply has actually been lost since we entered the downturn? The "analysts" keep talking about loss of supply in terms of the next generation of devices.

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