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


To: DJBEINO who wrote (52505)5/2/2001 3:52:23 PM
From: ild  Read Replies (1) | Respond to of 53903
 
ALL computers already have 128MB of DRAM. No more RAM per box is needed. PC growth is low. Who is going to consume 50-60% bit growth? Per Yahoo MU is projected to break even in this Q and make .15 in next Q. Are they kidding?



To: DJBEINO who wrote (52505)5/2/2001 8:51:02 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
dj,

>>At the Merrill Lynch Hardware Technology Conference here, Parker said "true demand" from customers is allowing Micron to work down its inventory of dynamic random access memory, or DRAM.<<

why doesn't micron say how much inventories are down?

hmmmmm. they could be down 1 ic. hmmmmmm....

wrt true demand... what the heck is that? does mu send an accountant out with each chip to follow it into the end user's home?



To: DJBEINO who wrote (52505)5/3/2001 2:28:15 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
finally, some truth in advertising...

Message 15751016

dj, you didn't post this one... ho ho ho ho! ;-)