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

To: Richard Russell who wrote (27482)	1/31/1998 11:32:00 AM
From: DJBEINO	Respond to of 53903

RR the report was dated 1/26/98 refering to friday 1/23/98 and it was released 1/30/98.

To: Richard Russell who wrote (27482)	1/31/1998 1:03:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

RR, FWIW Barron's bi-weekly "Tout the Techs" column confirms the test bottleneck issue in its "coverage" of the Monty Conf. interactive.wsj.com Referring to a Tues. presentation by Kipp Beddard: He indicated that Micron's production is constrained not by low demand, but by a shortage of DRAM-testing equipment. Is it me, or does that sentence fail to make sense if you parse (too much Mike McCurry on the brain <g>) its terms - since when has "low demand" for a product ever been a "production constraint" in any manufacturing enviroment? If Eric Savitz wants to continue to put a big smiley face on the tech sector, the least he could do, considering he has two weeks between columns, is to write a little better. Good trading, Tom