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Technology Stocks : Micron Only Forum
MU 241.14-6.7%Dec 12 9:30 AM EST

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To: Trey McAtee who wrote (20085)9/21/1997 9:16:00 PM
From: TREND1   of 53903
 
Trey
Tell me what companies have lower cost "silicon memory devices" ?
The fact that Micron is increasing it's market share shows that they
have the lowest cost "silicon memory device" for those looking
for 32MB of memory.

Two companies admit on CMP that they can not beat Micron
right now because of die shrink.

The article I posted indicates that "if you start seeing computers
with 64MB " then Micron is in deep trouble. But that is not the
case right now. 32Mb seems fine !

Larry Dudash
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