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Technology Stocks : Micron Only Forum

MU 207.36

+3.0%

Nov 21 9:30 AM EST

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To: DJBEINO who wrote (43638)	3/11/1999 9:03:00 AM
From: A. A. LaFountain III	Read Replies (3) of 53903

Re: Micron Results Has anyone seen a discussion of the relationship between DRAM pricing and the dollar/yen pattern? I haven't had the time to track down the data, but my limited powers of observation have noted the yen's 143 to 112 to 120 move over the same period that DRAM pricing swooned, then firmed, then began to ease again. I realize that Micron lives in a dollar world, but the rest of the suppliers have their marginal profitability measured in different terms. No conclusion here, just (yet another) question. - Tad LaFountain

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