Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: phbolton who wrote (45116)	4/18/1999 11:44:00 AM
From: DavidG	Read Replies (2) \| Respond to of 53903

PH, Agree with you completely about MU stock price being directly proportional to contract prices of "MU DRAM",..but skewed somewhat when comparing Spot prices and/or memory module prices to MU's stock price. You can only use the latter as an indication of when dumping starts occurring. As far as embedded memory, disappearing market, etc IMHO I think you are out in left field.:-) MU is a commodity company that is acting just as a commodity company should and I believe will be one of the last standing and in the best shape. Also MU manufacturing costs are dropping rapidly with their .21mu fabs so their situation may not be as drastic as some of the competition. Good Luck Trading DavidG