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Technology Stocks : Micron Only Forum
MU 223.79+7.9%Nov 24 3:59 PM EST
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To: Land_Lubber who wrote (44939)4/10/1999 2:38:00 AM
From: Fabeyes  Read Replies (1) of 53903
 
On May 17 the Department of Commerce is going to slap up to 70% duties on Taiwanese DRAM and Wall Street will see this as a huge positive for MU

Would be short term. Most the companies making a difference now are foundry's, so they are going to impose duties on American parts. With more and more companies becoming "fabless" this could hurt the US more than anyone -- Moto for a case in point.

Talked to a supplier of resist today and they are VERY worried about that happening, Wafer Tech an other Taiwanese companies would use mostly off shore vendors
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