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

To: DJBEINO who wrote (31072)	3/23/1998 3:26:00 PM
From: DavidG	Read Replies (1) \| Respond to of 53903

DJ On AICE: Today's Commentary: 03/23/98 Pricing on specific 16 Meg product (i.e. 2Mx8 SOJ FPM, 4Mx4 EDO TSOP) continues to decline, as availabilities via OEM excess remain abundant. 64 Meg has also had a slight drop on specific product (i.e. 8Mx8 EDO 4K REF 3V TSOP). Intel's CPU's have seen adjustments as the scheduled price reduction looms near. Thank you for not reporting AICE news since it only covers Fast Page and EDO ...which has little to do with MU's market. They are mostly SDRAM in 16mbit chips... and the real demand in 64mb is NOW SDRAM. ....AS we always knew, the "forever bears" have little understanding of MICRON's memory market and are just interested in hearing the "OLD" news...DRAM is DROPING and EPS was bad.<g> DavidG

To: DJBEINO who wrote (31072)	3/23/1998 11:09:00 PM
From: Skeeter Bug	Respond to of 53903

>> In order to "cure" the overcapacity, Mr. McCann believes planned fab construction will have to be reduced by $20 billion. "About $14 billion of that was earmarked for DRAM fabs mostly by Korean chip makers that now don't have the capital," he said. "It looks like between 15 and 20 new fabs and plant upgrade projects have been pushed back." That means "industry production will probably move into balance toward the end of the year.<< dj, did this guy predict the current glut in 1997 like so many on this thread did? the bottom line is that there is still a lot of bits to be squeezed out of 16 mb production and even more in 64 mb production. btw, supply and demand parity means stable prices. stable prices mean no price increase. if the price stays at its current level then mu is all but guaranteed losses for the next 4-6 qs. happy hoping :-)