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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: orkrious who wrote (20806)7/18/2001 8:10:50 AM
From: James Calladine  Respond to of 30051
 
MU:

Yes, I saw that. Guess they still have some shares to
unload.

Namaste!

Jim



To: orkrious who wrote (20806)7/18/2001 9:12:23 AM
From: Steve Lee  Respond to of 30051
 
Mu upgrade was in response to Hynix "shutting" its plant. Of course, they are not shutting it but upgrading it to produce 256Mb instead of 64Mb chips. So it will take some supply out of the market during the upgrade but the long term effect is to increase the oversupply situation.