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Technology Stocks : Micron Only Forum
MU 252.77+2.4%2:41 PM EST

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To: Imran who wrote (16042)6/28/1997 2:44:00 AM
From: wiz   of 53903
 
Imran

First... 1 MB equals 8 Mb. A 256 Mb chip is 32 MB.....

I'm a MU bear, and about to increase my position. It isn't exactly brain surgery to see that the next few quarters are toast. The last two were held together by lady luck! The inventory hold back is going to work the other way(against) MU now.

You said...

>>The biggest memory eaters are games, nothing else even comes close. There is no
game CURRENTLY on the market which requires more than 16mb on a windows
environment. Take a game like Tomb Raider. 8mb is the minimum requirement, 16mb
is recommended. However 32mb will give you better gameplay but more than that
doesn't really make a difference in game performance. Looking at E3 gives you an idea
on the next generation of games and whereas hard drive requirements are going up,
memory requiremnts are staying the same i.e. 16mb. These are the games coming out
NEXT YEAR. My guess is that even by the end of 1999 memory requirements won't
go beyond 32mb for even top of the line software. If MU does produce 256mb, how
many people would buy all that memory when more than 64mb just isn't required?<<

Home PCs aren't the only use for memory. Servers, and buissness PCs have use for that much memory. If a good 256Mb chip comes into production beleive me PC makers will make it usable.

Question for MU stock right now in my mind is simply what advantage do they have in future generations?? If none.... they are in deep deep kimshee!!

Mark
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