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

To: John Graybill who wrote (47743)	8/20/1999 4:39:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 53903

john and all. i have a new pessimistic theory. 128 megs and 64 megs are priced the same now since 64 meg pricing rose. only samsung, huyndai and nec are big 128 mb players. could they be holding back inventory or shutting down production on 64 mb chips to put the hurt on the technology laggards like mu that only produce 64 mb drams? what happens when 128 becomes cheaper per mb than 64 mb? nec, samsung and huyndai get all the biz until mu drops another half billion in cash to upgrade. crossover is going to be *itch for some companies. mu is one of 'em. nikkeibp.asiabiztech.com