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

To: Kathleen capps who wrote (37120)	8/8/1998 11:50:00 AM
From: phbolton	Read Replies (1) \| Respond to of 53903

Kathleen: hey, they stole my line!!! (g)

To: Kathleen capps who wrote (37120)	8/8/1998 4:10:00 PM
From: Trey McAtee	Respond to of 53903

kathleen-- you know, this may be the FIRST time in memory that dataquest actually got something right. i am stunned. do you think this might be a sign of the apocalypse? good luck to all, trey

To: Kathleen capps who wrote (37120)	8/8/1998 7:26:00 PM
From: Chas	Read Replies (2) \| Respond to of 53903

Kathleen, thanks for the post, I personally have never given Handy much weight with his analysis and quite a few others in the DRAM business do not either. He has a point about the die shrinks, and it will depend when they all kick in, etc. He is totally wrong about spot vs contract, I cant believe he said that it gives his story less credability. Prices in OEM accounts are stabilized for the moment. Spot well everyone knows spot is $9+ right now for key 8mx8 components way above contract. Even pc66 mhz parts are expensive in the spot. Some including Micron are going to shift some sales from OEM to spot as anyone would be tempted to take more profit after this ugly price free fall. Is it causing a bit of tightness with OEMs probably enough parts out there for normal business, its the upsides of larger quantities of modules that might have a slight lead time. Sept will be a strong demand month and the Korean continued shut down/cut backs in August and Japanese holidays will help establish a slight lead time for key modules such as 64M and 128M pc100. It can change, and it will, but I think its a bit tighter or stronger than he depics for this weeks timeframe. Can it remain strong long term, thats really hard for anyone to say yes, it still remains a short term thing, as they said shrinks, number of suppliers out there are all going to try to take advantage of any price premium, while at the same time reduce cost with more shrinks. Most will get down to .21um by December. MU should be able to do pretty well over the next quarter, what price it will end up at, who knows. Hope you didnt mind my opinion. Good trading.

To: Kathleen capps who wrote (37120)	8/9/1998 10:55:00 PM
From: DJBEINO	Read Replies (2) \| Respond to of 53903

Kathleen, re: Barron's article on page 53 written by Eric Savitz and the big heading: "DON'T BET ON A DRAM-PRICE RECOVERY 'TIL 2000" The guy cannot make up his mind and he IS very confused. 1-"The rise reflects a spreading Wall Street view that prices of memory chips, in particular DRAMs, have finally stabilized. I CARE MORE WHAT WALLSTREET THINKS, THEN ONE PERSON'S THOUGH (INCLUDING MINE!) 2-" Spot market prices for memories, he says(Dataquest), remain below contract prices, " Dataquest HAS A DIFERENT OPINION EVERY WEEK.ALSO SPOT PRICES HAS RISEN CONTRARY TO HIS SAYING. 3-"overall DRAM capacity remains about 20% too high, Barring additional plant closings, he says, overcapacity will continue into the year 2000." THIS GUY NEED TO MAKE UP HIS MIND. FABS AND PLANTS ARE CLOSING EVERY WEEK. LG SEMICON HAS STARTED CUTTING PRODUCTION THIS MONTH, AND GUESS HOW MUCH CAPACITY (SUPPLY) THEY ARE GOING TO CUT FROM THE WOLRLD MARKET? 20%. And the war continues.....