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

To: Chas who wrote (48465)	9/21/1999 8:12:00 AM
From: Tony Wang	Read Replies (1) \| Respond to of 53903

Well, with Taiwan hit by earthquake and hindering production, I think the rising prices of DRAM can continue and even accelerate. That bodes good for MU and chip equipment makers. This could be the reverse of the hard-drive trade like Western Digital and Read-rite, from cut-throat competition to cut-throat bids for DRAM orders to fill near term demand. (Anybody ever get caught in a short squeeze in soybeans or lumber? It's not pretty.)