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


To: DJBEINO who wrote (29477)3/5/1998 8:36:00 PM
From: Chas  Respond to of 53903
 
64M edo demand is going down, 64M SDRAM demand is shooting up.
Key part to watch is the 8Mx8 sync and to a lesser extent the 4Mx16. With the 16M SDRAM the key device is the 2Mx8 sync.
Despite the DOC announcement 64M SDRAM prices will float lower towards parity. Micron looks like to me will have profitability problems
until the supply tightens maybe 4th Qtr or 1st Qtr.
Good Trading.