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


To: PAinvestor who wrote (42846)2/7/1999 10:26:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
pa, that's funny. when were you last in a korean fab? i have an engineer contact who works for a MAJOR korean company that says 128 is in production in at least 2 korean fabs, including the one where this individual works.

ok, maybe he doesn't know what products his company runs on the lines that he/she and his/her counterparts work on daily. NOT!

btw, did applesauce tell you that? remember, he also thought korea was out of inventory in dec 1997. ho ho ho ho! couldn't have been more wrong.

did kip ba-blowhard tell you that? remember, he said demand was strong in the midst of a price decline from $10+ to $1.50 back in july/aug 97. ho ho ho ho! hate to see weak demand!

let's go old school. wasn't microstamp supposed to do a billion in 98? micro-what, you say???? ho ho ho ho!!!

be careful who ya listen to...

are you affiliated, persoanlly or professionally, with micron or any of its subsidiaries?



To: PAinvestor who wrote (42846)2/7/1999 10:38:00 PM
From: Earlie  Read Replies (1) | Respond to of 53903
 
PA:

I'm curious. On what premise or assumptions or facts might you be visualizing an "industry undersupply"? I see just the opposite. I would appreciate your comments in support of this point of view.
It sure isn't emanating from the PC world.
Best, Earlie