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Technology Stocks : Micron Only Forum

MU 223.79

+7.9%

3:59 PM EST

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To: Skeeter Bug who wrote (41069)	11/25/1998 11:23:00 PM
From: Carl R.	Read Replies (3) of 53903

I noticed that, too. What do you think it means? Here are a few ideas that occur to me: 1. Maybe MU noticed the rising prices and was holding back inventory hoping for further increases. 2. Maybe Fabeyes was right about low yields at .21µ. If true, this would blow my theory of profit this quarter from non-TI operations out of the water. 3. Maybe sales under contract to DELL, MUEI, etc have been so strong that MU hasn't had a lot of chips to sell into the spot market. Of the three, my opinion is that number 3 is probably the correct answer, but it maybe something else entirely. Any ideas? Carl

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