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Technology Stocks : Micron Only Forum
MU 224.54+0.3%Nov 25 3:59 PM EST

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To: Carl R. who wrote (44799)4/3/1999 11:18:00 PM
From: patrick tang  Read Replies (1) of 53903
 
Re: Niles made the statement that falling prices are good for MU.

If I may add, that was probably spoken specifically with #3 in mind. Hyundai/LG is still hunting for money to go sub-0.25um. $10 product all the time will keep #3 alive and kicking. A price down right to $7.50 about now will really put a damper on things for #3.

If # 3 gives up, #1 & #2 will be in fat city for quite a while.

patrick
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