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

To: Skeeter Bug who wrote (52185)	2/28/2001 12:54:48 AM
From: IceShark	Read Replies (1) \| Respond to of 53903

dj, inventory manipulation isn't exactly the sign of a strong market... ;-) Manipulation and MU. I think those are two words that tie together in free association, or what ever they do, when traders are on the couch with shrinks. -g- Who cares that dram is in the toilet, that means it can only get better and the stock will go up, right?. Don't talk to me about valuation. LOL!

To: Skeeter Bug who wrote (52185)	3/6/2001 7:09:53 PM
From: Rob S.	Respond to of 53903

I agree. I have seldom seen Micro parts selling as aggressively in the gray market. MU parts usually bring a hefty premium over unbranded parts but recently the premium has shrunk to next to nothing. I don't know who is doing the dumping, Micron or some of their OEM customers. But MU parts are all over the place from Egghead to several vendors on PriceWatch.com. Whoever is dumping, it can't be good for Micron. I understand that lead times are increasing a bit supposedly indicating an end to the memory glut. I don't buy that. Sun and others are saying the sever market is soft and we already know the PC market and communications products market are soft. That leaves the retrofit market as about the only space that is likely to be seeing increased demand. And that is only happening because prices have slid down. 128 megs for $30 is a nice motivator to increase retro sales but can Micron make much money at that price?