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

To: Kerry Phineas who wrote (29737)	3/8/1998 9:15:00 PM
From: Chas	Respond to of 53903

DRAM will continue to go down this year until either something external happens or the supply/demand changes. Some experts are saying 4th Qtr or 1st Qtr next year. the Koreans are not going out of business, just like the Taiwanese are not going out of business. I wouldnt bet all your money that MU is the low cost producer. Toshiba is claiming a very small 64M sdram die 58sq mm on .21um process. (ref:Montgomery Securities/J.Joseph report 2/23/98 on MU) But everyone is rushing to shrink their parts so it will be changing. Good Trading. Reference"jtech, the bull side (I don't agree with their conclusions) is that DRAM prices have already bottomed, the Korean producers are going to go out of business,