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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Chas who wrote (47657)	8/14/1999 12:28:00 PM
From: shrinks	Respond to of 53903

Chas, Have you ever seen DRAM ASP's increase this fast due to an increase in demand?? The only time that I have seen this type of rapid increase was in 94-95 when Sumitomo the largest supplier of plastic for the packaging had a plant that burned down. IMO this price runnup is very similar and looks to be supply driven with panic buying thrown on top. In your opinion where would you see Microns stock if they were not shipping much product because of a quality problem with there .21um process and were not qualed with customers for their .18um process???

To: Chas who wrote (47657)	8/14/1999 3:12:00 PM
From: Steven Ivanyi	Read Replies (1) \| Respond to of 53903

>> Good post, OEM pricing going up on Monday. MU can only benefit, they have much more capacity and can take advantage of the demand and increasing prices. MU is in good position for increasing their market share.<< How do you OEM pricing is going up on Monday. Is there an announcement about DRAM pricing on Monday coming up from MU or else where. Any reply would be appreciated. Steven