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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (10444)	7/7/2003 12:39:41 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95520

This is a follow-up to a previous post on MU. Message 19087324 From Briefing.com this morning, MU gets an upcheck from Needham. <09:48 ET Micron: Needham increasingly bullish on DRAM (MU) 13.27 +0.58: Needham says they are becoming increasingly bullish on the outlook for DRAMs, citing the recent trend of firming mkt prices driven by the emergence of the new, high-speed 400MHz DDR interface offering. Firm notes that MU's earnings are highly leveraged to DRAM mkt prices, and believes this trend will continue given: supplier financial pressure, continuing migration to faster devices, and DRAM prices on a per megabit basis that will take nearly 2 years at current levels to return to the very long term trend line.> Don