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Technology Stocks : Texas Instruments - Good buy now or should we wait? -- Ignore unavailable to you. Want to Upgrade?

To: TREND1 who wrote (2788)	1/11/1998 3:35:00 PM
From: TREND1	Respond to of 6180

Dow Jones breaks 200 day moving average geocities.com Larry Dudash

To: TREND1 who wrote (2788)	1/11/1998 3:36:00 PM
From: Angela	Read Replies (1) \| Respond to of 6180

Larry -- Do you have any idea when the 64MB shipments will begin to overtake the 16MB shipments worldwide? I'm just talking ballpark figures here -- mid 1998, late 1998. Do you have any idea how the DRAM supply to demand relationship will change as a result of this transition? Thanks for any light you can shed. . . Angela

To: TREND1 who wrote (2788)	1/16/1998 1:11:00 PM
From: SteveG	Read Replies (2) \| Respond to of 6180

Hi Larry- <..As for dram prices....well MU knows the future !..> As previously suggested, look for further dumping as Hyundai, Samsung and Goldstar attempt making payroll [ Message 3133766 ] ============= Micron Tech Stock -2: Co. Points To S. Korean Chip Cos. By Christopher Grimes NEW YORK (Dow Jones)--Since mid-December, some hopeful souls began to invest in Micron Technology Inc. (MU) on the assumption that prices for memory chips had bottomed out. Then, last week, prices finally did go up for the closely-monitored 16-megabit dynamic random access memory chip, or DRAM. That's after months - some would say years - of severe price declines. On cue, the stock price of Micron, the largest U.S. manufacturer of the commodity-like chips, began a five-point climb. Wall Street analysts - and the company itself - resisted calling the spike in DRAM prices a trend, but Micron shares rose anyway, reaching 32 5/8 Thursday from 22 only a month earlier. But Friday, analysts said prices for the 16-megabit DRAM fell again, and so did Micron's stock price. Micron shares recently were off 1 13/16, or 5.7%, to 29 3/4. Both Lehman Brothers Inc. and Merrill Lynch & Co. issued reports on DRAM pricing Friday morning. "The market is voting now that ... there's no confidence in a sustainable move in DRAM prices," said Michael Gumport, an analyst at Lehman Brothers. Gumport said he's been watching DRAM prices closely, because if they did begin a sustainable climb, he would begin to recommend the stock. "I have zero doubt that somewhere within a year demand will surpass supply," Gumport said. "You definitely would want to be (invested in Micron) then." Micron officials acknowledged Friday that prices have softened for DRAMs this week. "It's too early to identify any trends," said Julie Nash, a Micron spokeswoman. "It's difficult to predict where pricing is going to go in the short term." A few weeks ago, DRAM prices bottomed in the range of $2.00 to $2.30. Now, they're in the range of $3.00 to $3.50, Nash said. That's in contrast to the market back in December 1995, when the chips cost about $60, Nash said. Micron blames the chip-making units of South Korean companies like Samsung Corp. and and LG Electronics Co. for the price declines. The company has appealed to U.S. lawmakers to link the International Monetarty Fund bailout of South Korea with stiffer enforcement of so-called anti-dumping laws. "We've seen our South Korean competitors continue to push out their products (for export) to raise cash," she said. "They need the U.S. dollars because of their debt situation."