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

To: PAinvestor who wrote (43967)	3/18/1999 1:14:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

what is the rate of growth? although i think the cap equip guys are nuts for bidding up the amats of the world, there is a method to their madness. at current growth rates, when will cap exes hit all time records? pl;ease state what you view is the current growth rate and cite your source. if mu didn't cut bit output about 40% last q and the koreans didn't help to manipulate supply then the we wouldn't have stable pricing. those positions seem to be melting away... end demand stinks as module pricing has declined from $90+ to $60+ in about 2-3 months...