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To: DavidG who wrote (33425)5/15/1998 11:11:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
done. over. out. insult me on a tablet at home or something. over.



To: DavidG who wrote (33425)5/15/1998 11:20:00 AM
From: Kerry Phineas  Respond to of 53903
 
DavidG, for the last 2.5 years memory prices have been falling much faster than Moore's law or process improvements would suggest. The reason: overcapacity, in addition to these other factors. Of course at some point in the future things will get better for memory producers, but imo the degree of trouble MU is in right now is not reflected in the stock price. The markets have NOT been efficient.