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

To: Carl R. who wrote (40657)	11/4/1998 9:15:00 AM
From: sandstuff	Read Replies (1) \| Respond to of 53903

Carl, good stuff you post. Companies like Compaq and Dell probably carry only 2-3 week supply of DRAMs because of just-in-time programs. So the Christmas season extends into December. With all major DRAM manufacturers focusing on SDRAM manufacturing at the same time, I expect softness in the first half of '99. Now if Micron is ahead of the yield game, then they should be in a good position and I expect they will be the price leaders. Time will tell.

To: Carl R. who wrote (40657)	11/4/1998 4:24:00 PM
From: pat pasquale	Read Replies (1) \| Respond to of 53903

Carl; i respect those thoughts and thanks for your time.. i have a hard time with Mu cause they've never really had a history of telling the truth...when I hear Appelton say "prices are firming" what does that really mean...the last time this company was profitable at .04 per share, ASP for 16mg was 3.50 per chip...(6-7q's ago) i know the industry says sales are up, well they couldn't get much lower and why cant the companies share at what prices these sales are up. didnt last week MU say they were selling below cost, and if that is the case doesnt that add up to higher losses? i bought MU & NKE PUTS today so we'll see what happens.. good luck in your trading pp