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Technology Stocks : Micron Only Forum

MU 207.36

+3.0%

Nov 21 3:59 PM EST

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To: Carl R. who wrote (41072)	11/25/1998 11:30:00 PM
From: Land_Lubber	Read Replies (1) of 53903

<<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. >> I have heard several times from what I think are reliable sources that 100% of Micron's output lately has been contract and it has nothing to sell on the spot market. I have also heard that some customers have had to be placed on "allocation." Less credible is the rumour that I posted a few weeks ago that Micron's contract with DELL will be cancelled as of February, due mainly to Micron's insistence on high prices. I still think there is a chance that this rumour might be true. It even fits the recent rumour that Micron is trying to raise prices. Land_Lubber

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