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

To: Skeeter Bug who wrote (23038)	10/27/1997 6:15:00 AM
From: Jerry Denkera	Read Replies (1) \| Respond to of 53903

TO ALL-----Spot pricing has taken another huge drop over the weekend and sub 4.00 pricing is already prevalent with the Koreans leading the charge.More importantly is SDRAM ,pricing has dropped to mid 4.00 range and with a lot of companies hoping synch would hold their pricing ,a lot of major players have to be scratching their heads today. It is very evident that if Sept-Oct buying period can't produce stability in pricing then the build to order models being adopted by the Pc industry is indicating either a tremendous slowdown in demand or the overcapacity in dram fabs is worse than industry pundits would let everyone believe.Probably a little of both. If MU can't count on MUEI for anything towards the bottom line then next reporting period may find them showing a loss.Can the charge of dumping be far behind,even that has grown stale in drams but MU uses it every time their earnings are challenged. Regards Jerry