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

To: DJBEINO who wrote (50811)3/17/2000 11:44:00 AM
From: phbolton  Read Replies (1) | Respond to of 53903
 
Another in depth review of RDRAM vs DDR etc,includes comments on MU's preference for DDR
www6.tomshardware.com

fwiw: sdram at all time low, now down about 15% for the past 30 days (the 2/29-3/4 spike has been completely erased and more)



To: DJBEINO who wrote (50811)3/17/2000 1:31:00 PM
From: Freedom Fighter  Read Replies (2) | Respond to of 53903
 
Can anyone out there explain to me why all these brokerages keep upgrading Micron if the price of DRAMS continues to fall? How can things be tight and prices still fall? Something is bogus!

Wayne



To: DJBEINO who wrote (50811)3/17/2000 4:49:00 PM
From: Fabeyes  Read Replies (3) | Respond to of 53903
 
...supply for chips is tight

There are some assumptions here
1) They heard right?
2) They wrote it down wrong?
3) Gateway is not is the business of using DRAMS; and if their sales slip then that means more or LESS DRAMS?
4) Management thought they said NOT tight?
5) Management misunderstood the question?
6) NONE OF THE PEOPLE AT THE MEETING ARE TELLING THE RIGHT STORY?

Not sure which one to pick but hope it is 1,2,4,5 (VBG)


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