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Technology Stocks : Micron Only Forum

MU 238.36

+0.4%

Nov 6 3:59 PM EST

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To: sandstuff who wrote (42232)	1/14/1999 9:11:00 AM
From: Chas	Read Replies (1) of 53903

My humble take; supply wont hit the market til march April when yields improve on .21um and full production shifts over to the new shrinks. This should add 30 %. But.... My one connection is not able to supply enough product for the past three months, but how much short in percentage is hard to determine at this point, so the 30% increase by April may not be enough as the demand will continue to trend up as well, therefore market continues to be tight.(my guess). Pricing will continue to edge up each month slightly 3-4% as long as the spot does not see a bunch of parts hit the street. Good trading.

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