Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TREND1 who wrote (27152)	1/25/1998 11:45:00 PM
From: Chas	Read Replies (1) \| Respond to of 53903

Come on Larry, First of all, do you think the price of 16M is going up or down, and 64M? Then based on that lies the answer right? I remember your chart last week comparing the prices with the stock. My cut, for what it is worth, 16M is stabilizing after the runup at the beginning of the month. Can it remain at this level, I think it can for now atleast til march 1st on DOC ruling. Could it float back down, of course. There is not a shortage, but output is being tightened up so this could help down the road in a couple of months. 64M sync looks like strong demand could keep it from going down too fast, but will continue to float down each month. PC100 transistion could be interesting. Intel always has trouble launching new chip sets. So, watch out for a slight delay like the 440LX had last year. This delay could cause a supply build up of the faster parts that everyone is in a fever pitch to get out the door over the next couple of months. this will not help pricing either. My gut says Micron is overpriced by about $5-$7. Thats why I asked your opinion. I dont believe the analyst one bit here, no way its going to $40. Okay, I stuck my neck out, I would appreciate your view. I promise I wont hold you to it. chas