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

To: DJBEINO who wrote (37506)	8/15/1998 6:16:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

Chip makers and market observers said average 16-Mbit tags have moved up by between 50 cents and $1, while many 64-Mbit DRAM versions have gained by more than $1 since early August. Memory-module vendor MTH Computers noted a 17% jump in DRAM spot prices last week A Micron spokeswoman confirmed that some production shutdown is possible as the TI fabs are extensively revamped. She said Micron is now studying how it Despite such predictions, market observers continue to have a tough time pinpointing just when DRAM oversupply will be whittled down techweb.com

To: DJBEINO who wrote (37506)	8/15/1998 6:17:00 PM
From: DJBEINO	Respond to of 53903

The PC-100 dilemma -- Quick switch to new SDRAMs could create shortage techweb.com

To: DJBEINO who wrote (37506)	8/15/1998 8:43:00 PM
From: Knighty Tin	Respond to of 53903

DJ, Man, that story was filled with MU spin. The Koreans are evil, but MU is the co. that has MOST increased Mbit production in the past two years of glut. The Koreans borrowed to build capacity. What the heck is MU doing with the TXN fabs other than borrowing to grow capacity? And, let's face facts here. When MU was given the TXN fabs, it basically put the coffin nail in Lehi. Tough luck, Utah, seems to be the real story, not that wicked Asians are keeping the Mormons and the ski bums from their jobs. -g- MB