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Technology Stocks : Micron Only Forum

MU 236.50

+2.7%

Nov 28 12:59 PM EST

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To: Jerry Denkera who wrote (47)	5/20/1996 11:59:00 PM
From: Bipin Prasad	of 53903

Jerry, that post was informational. How it is interpreted depends on your viewpoint (i.e. BULL or BEAR). Korean taxing system is complex. The prices may be squeezing blood out of turnip. This adds another twist to the ongoing saga of DRAM prices. How long will the Koreans supply at a loss ? What will happen if they suddenly decide to hold 15 days inventory ? Switching to 16M is not an option (since there is no premium 16M price is simply 4 times 4M). Also, neither the market nor manufacturers are ready for replacement. Or will the Koreans continue to supply at a loss ? In such an event will US file dumping charges ? Is dumping already happening ? As the next month unfolds the DRAM story will turn out to be a roller coaster ride !

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