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

To: Bharat H. Barai who wrote (48466)	9/20/1999 11:46:00 PM
From: shrinks	Read Replies (1) \| Respond to of 53903

Let me see if I follow the logic, - Taiwan supplies 10% of the world DRAM market, and even if the DRAM fabs are knocked out for an extended period of time(on the semicoductor news thread the reports are that there is no damage other than power out) - Taiwan supplies almost 80% of the mother boards for the industry 10% decrease in supply and a 80% decrease in PC demand, sure looks like a winner for Micron....