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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Trey McAtee who wrote (25207)	9/8/1999 1:22:00 PM
From: pater tenebrarum	Respond to of 99985

Trey, i agree...contrary to '95, global fabrication capacity is more than ample. the spike in DRAM prices, while a bit of a surprise, will not last. MU has been targeted by the mo-mo crowd and has likely overshot to the upside. when was the last time this company turned a profit? DRAMs are a boring commodity business and while MU continues to send ominous sounding e-mails to it's resellers about upcoming shortages, it continues to offer discounts in the here and now to move it's inventory. in short, it seems the DRAM price ramp is an artificial mirage. regards, hb