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

To: Trey McAtee who wrote (37363)	8/12/1998 4:51:00 PM
From: Chas	Read Replies (1) \| Respond to of 53903

Trey, The Koreans have been having a holiday every month for 7-8 days, and will have one again next week,and another in Sept, Oct, Nov and Dec. if they need to in order to cut over supply. The Japanese holidays are helping of course. Not even MU wants pricing to go back to a loss situation, so greed and or lack of money to fund expansion/refurbishment to get to .21um is going to be options. I know MU would love to increase share as others when prices are high, but much pain has occurred and it will be a bit more difficult than last year to break the cut backs, in my opinion. I am sure there are alot of opinions here, but lets watch and see how it works out. Good trading.