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Technology Stocks : Micron Only Forum

MU 336.64

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3:59 PM EST

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To: bucky89 who wrote (10407)	3/8/1997 5:40:00 PM
From: Knighty Tin	of 53903

Josh, right now I have heard nothing but rumors. I know that none of the Korean mfrs. have cut 16 Mbit production from December levels yet, but they are selling much fewer chips. Jerry's comment that somebody ordered chips and got some dated from November, has to make me think they have a few months in the warehouses. I have not heard of them unloading a large amount on a large customer. However, I do believe some of their resolve would fade away if big contract orders come in. That, plus the fact that they want to tart up the balance and income sheets on March 31 makes me think they start breaking ranks soon after that. The only problem I have is that last year they kept up the scam until after Golden Week, but the Japanese were in it big time then and may or may not be this time around. MB

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