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Technology Stocks : Micron Only Forum

MU 230.24

+2.5%

Nov 26 3:59 PM EST

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To: Bipin Prasad who wrote (10)	5/15/1996 6:41:00 AM
From: Jerry Denkera	of 53903

Bipin the big buyers buy anywhere from 300-700 thousand units per month and it would only take one of those buyers to dry up the spot within a month or two. The major dram semi makers constantly tell buyers that if they want the support during shortages then when product is plentiful they have to continue their purchasing of course at constantly negotiated pricing. The term partnering is constantly being used in the semi business between supplier and user and the importance for users to be able to forecast their demand and depend upon their supplier to then deliver on time to that demand is paramount. Parity {4 for 1} in pricing generally will be the case especially during oversupply. Regards Jerry

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