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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: BelowTheCrowd who wrote (10335)	6/20/1998 8:35:00 PM
From: Rex Dwyer	Respond to of 18691

MU terminal? You will probably be right for a while. But, if they survive, which I think is likely, then the stock could rally when prices firm. Right now units are flat, but prices are "terminal." In fact, some Korean companies selling DRAMs at a loss to make payroll. So, people are dumping their DRAM fabs. Its known that MU is getting asked to buy all kinds of DRAM fabs around the world. Pricing is a function of the number of vendors, which is decreasing. As the demand slowly increases by number of units, and competition decreases, profitability will return. But the question is when. Anyway, I am looking at when it will be a good time to buy more semis. With set top boxes and internet portals, the demand should increase. However, what is the demand for more memory in your PC and set tops? Maybe 64MB is enough for everyone. If that's true, then this certainly will become a commodity business and MU is dead. Rex