Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Chas who wrote (48171)	9/11/1999 12:58:00 AM
From: Skeeter Bug	Respond to of 53903

>>So, from a history perspective, DRAM has a good chance of staying strong thru this period unless some other factor comes into play.<< chas, agreed. there is panic buying in the spot market. this could lead to contract prices above $7 - a nice reported profit for mu (but still a net cash deficit) maybe even higher. keep an eye on a couple things, though. it appears that end demand isn't strong. fred's article said unit sales were down. if you sold 100 last year, buy 150 this year and sell only 95, what does that do to your suppliers' future demand? this is what fred calls nuclear winter. i'm sure it is more thrilling to be shot out of a canon than it is to bounce on a trampoline - on the way up. although the canon trip will be much higher, the end is disaster. well though out opinions are always welcome.