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

To: TREND1 who wrote (49160)	10/11/1999 2:15:00 PM
From: zsteve	Read Replies (1) \| Respond to of 53903

i am neutral with a bearish bias about MU right now. just saw a DELL ad on local paper. they sell Dimension L400c for $999Can (about $690US). the configuration: 400Mhz Celeron, 32MB ram, 4.3G HDD,15inch monitor and more. if you want upgrade to 64MB ram, 6.4G HDD and 17inch Monitor, you just pay extra $199Can(about $135US). what is interesting is box makers like DELL have already started reducing MBs of ram in low end boxes. now how about eMachine and the like? I would say DRAM demand will come down, spot and OEM prices will come down from here. it will be very interesting to see what Intel will say tomorrow, and i think it will have big impact on MU stock price.